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To: nihil who wrote (69002)	10/3/1998 8:31:00 PM
From: lin luo	Read Replies (1) \| Respond to of 176387

Just as a bank borrows short (from depositors) to lend long (bonds and mortgages) and often gets in time mismatch problems, so an investment house may find itself short US 30-year bonds and long (much higher interest rate) Mexican Brady bonds. The banks usually don't take positions. They are just middlemen. They make money by collecting commissions. I think I meant the relationship between LTCM and lenders. Sorry if I misunderstood you.

To: nihil who wrote (69002)	10/4/1998 6:27:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

Nihil, I would be interested in your opinion of the impact of the second phase of Japanese deregulation that is scheduled for Jan 1, 1999. This also coincides with the beginning of the Eurocurrency. The disparity between interest rates in the rest of the world and Japan would argue for a mass efflux of Japanese pension funds into other countries in search of the highest rates of return with the lowest risk. What can be done to minimize the effect of the flow of funds. What would be the effect of such measures on the Japanese and other stock markets? Obviously, these events will affect DELL so the discussion is relevant to this thread. Regards, Jim Kelley