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Politics : Formerly About Applied Materials
AMAT 260.78+0.2%9:30 AM EST

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To: Cary Salsberg who wrote (47240)5/25/2001 1:27:42 AM
From: Gottfried  Read Replies (1) of 70976
 
Cary, you said >In 2000, when my porfolio was 6 times the value it reached at the bottom of '98, I was already 40% cash<

You must have taken advantage of the overvaluation you disapprove of? How else would your portfolio go 6x in less than 2 years. This is a rhetorical question as your portfolio is none of my business.

Gottfried
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