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To: IQBAL LATIF who wrote (21493)11/18/1998 1:38:00 PM
From: James C. Mc Gowan  Read Replies (1) | Respond to of 50167
 
IKE: SPX/OEX to expiry
You posted analysis of outstanding SPX/OEX options expiring this week. Do you recommend a small play on OEX puts for November at strike of 550 or 555?
Composite continues strong to mid-day; can a strong NDX hold up the SPX/OEX calls into expiry, as the big techs are a heavy weighting for all indexes, no?
P.S: heard a bond manager on CNBC this AM indicating that spreads on High Yield and Emerging Mkt bonds are converging with Treasuries; 6% move on Emerging Mkt bonds since low and predict more appreciation for these classes to come with Fed move, as you have said.
Thanks for heads up on High Yield bonds play.
vocex



To: IQBAL LATIF who wrote (21493)11/19/1998 2:30:00 AM
From: dave katragadda  Read Replies (1) | Respond to of 50167
 
Hello Ike,
I read your posts every single day even though i don't participate much on the boards. i want to thank you for your great insight and helpful commentaries. Where do you think INTC and Cisco will be in january.
Also long time back you posted the number of your broker Ray. could you tell me how to get in touch with him. I want to check if I might be able to use his firm.
Thank you very much
Dave katragadda