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To: Joan Osland Graffius who wrote (253451)	7/31/2003 9:49:03 PM
From: Mark Adams	Read Replies (1) \| Respond to of 436258

I agree the MBS stuff is aggravating the volatility. Europe's vocal move re agencies probably isn't helping either. Appears to me there's some complacency in traditional income stuff- ie lower rated/higher yield preferred's and some of the AAA/insured stuff. As this stuff starts making headlines, more bolting for the exit may take place, over shooting 'rational'; as if we have the right info and interpretation to know what that is. That might make a purchase opp, if you subscribe to the theory 'Happy days are here again' could be replaced with further econ malaise circa 2005.

To: Joan Osland Graffius who wrote (253451)	8/2/2003 2:36:16 PM
From: Mark Adams	Read Replies (1) \| Respond to of 436258

How are you doing? A Ruderless Ship Lazily Circling Waters Oceanic The Captian: Conserving Fuel For who knows if Or when Hidden sea currents will deliver land Will landfall present Castaway? Robinson Caruso? Or Spanish Conquistadors? Ballast tanks labeled Bonds & Stocks, Commodities & Real Estate Flooded alternately provide some directional control? But what point? No chart these waters deep aboard Current location unknown Storms capable sinking the ship And rumoured sightings thereof Time passes; Will provisions hold?