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Zeev Hed

11/25/02 10:40 AM

#49127 RE: leon #49109

Whips and chains, long CCMP at $60 flat... aslo added another IDPH at $36.90. and got a serving of AMGN at $47.30. Also got DNA here at $34.60.

Leon, if you want to play the dark side, AMD here just under $8 might be an interesting candidate, they issued last week (or the week before) a $300 MM convert converting just above $7, right now those converts are busy putting their hedge on (and thus collecting 4.5% with no funds at risk), they will probably will want to make some and bring it back under $6 to cover that hedge first...

Zev