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Re: Bond investing



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<DIV><FONT color=#000000 size=2>Well, the markets like Greenspan's comments 
don't they! He's playing it like a real pro! With Quarterly funding coming up 
over the next couple of weeks he's lit the blue touch paper. Should enable the 
Fed to issue with a low coupon, shouldn't it? Watch the levels on the Nov 2027 
Treasuries; 106 10/32 = 25% up from the July 1996 low at 85: 113 10/32nds = 
+33.33% </FONT></DIV>
<DIV><FONT color=#000000 size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>I don't know how you can wait till 2002 to find out if you 
called the market right. A bit like watching paint dry.&lt;g&gt; </FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>My trading is also geared towards income. i.e. How much cash I 
can extract from the market each day, week, month. </FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>One of the best features of SuperCharts is its ability for 
intraday charts. This, and real time prices of the internet, is all I need. Let 
profits run and cut losses short!! You should try it.</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>Regards</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV><FONT size=2>Richard</FONT></DIV>
<DIV><FONT size=2></FONT>&nbsp;</DIV>
<DIV>&nbsp;</DIV>
<BLOCKQUOTE 
style="BORDER-LEFT: #000000 solid 2px; MARGIN-LEFT: 5px; PADDING-LEFT: 5px">
    <DIV><FONT face=Arial size=2><B>-----Original Message-----</B><BR><B>From: 
    </B>greene@xxxxxxxxxxxxxxx 
    &lt;<A 
    href="mailto:greene@xxxxxxxxxxxxxxx";>greene@xxxxxxxxxxxxxxx</A>&gt;<BR><B>To: 
    </B>Richard Parsons &lt;<A 
    href="mailto:richard.p.parsons@xxxxxxxxxx";>richard.p.parsons@xxxxxxxxxx</A>&gt;<BR><B>Cc: 
    </B>omega-list@xxxxxxxxxx &lt;<A 
    href="mailto:omega-list@xxxxxxxxxx";>omega-list@xxxxxxxxxx</A>&gt;<BR><B>Date: 
    </B>29 January 1998 00:33<BR><B>Subject: </B>Re: Bond 
    investing<BR><BR></DIV></FONT>That's not an easy question - because it's 
    partially a function of my views on interest rates - and partially a 
    function of the current state of my portfolio.&nbsp; In general though - if 
    I think we're at or near the end of a rising trend in interest rates - and I 
    find the rates attractive - I'll lock in those rates with very long term 
    bonds.&nbsp; If I'm sitting on a pile of cash - and money market rates are 
    unattractive compared to 3-5 years bonds - and interest rates are generally 
    unattractive - I might try to pick up some extra yield by going out 2-5 
    years.&nbsp; Since the &quot;great calls&quot; of 1992-93 in the corporate 
    and muni markets - I've tried best I can to stay out of the latter 
    situation.&nbsp; Mostly successfully.&nbsp; Call me in 2000-2002 (when I 
    have a lot of calls coming up) - and I'll let you know how I'm doing 
    &lt;g&gt;. 
    <P>FWIW - this is an income oriented portfolio.&nbsp; I also trade zero 
    coupon bonds - and that's mostly an &quot;all or none&quot; proposition 
    (either I'm in the market in long term zeros - or I'm out of the 
    market).&nbsp;&nbsp; Robyn 
    <P>Richard Parsons wrote: 
    <BLOCKQUOTE TYPE = CITE>&nbsp;<FONT size=-1>Robyn, How do you decide 
        between 5 and 30 year bonds?</FONT> 
        <P><FONT size=-1>I think the Federal Reserve have to make the same sort 
        of decision at the</FONT> <BR><FONT size=-1>quarterly refunding. Will 
        you be influenced by what the Fed do next month?</FONT> 
        <P><FONT size=-1>sincerely, 
Richard</FONT></P></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
</x-html>From ???@??? Thu Jan 29 10:52:55 1998
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Date: Thu, 29 Jan 1998 11:34:39 -0700
From: "Allan L. Kaminsky" <allank@xxxxxxxxxxxxxxxx>
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To: C Lober <cwlo@xxxxxxxxxxxx>
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Subject: Re: Class Action Filed Against Omega Research
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It goes with the territory with being a public company. Investor
relations and SEC compliance requirements demand ongoing attention. One
(of many) good reason why small companies should stay private.

Allan
_______________________________________________  

C Lober wrote:
> 
> Regardless of the merits of the case, the worry I have is that it will
> require Omega to devote precious resources to defending themselves, rather
> than on product development, etc..
> 
> Does anyone else have this concern, or is it just a small matter?
> 
> Chris Lober