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Politics : Formerly About Applied Materials
AMAT 254.72+0.9%Dec 1 3:59 PM EST

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To: Cary Salsberg who wrote (61949)3/12/2002 4:58:58 PM
From: Sam Citron  Read Replies (1) of 70976
 
My stock allocation is what I feel I can afford to lose, and it has no relation to relative yields.

Terminology problem, sorry. By "relative yield", I was not referring to stock dividend, but total expected return. You are not implying that if you can buy AMAT tomorrow at 27, that your choice of whether and how much to buy will be unaffected by whether CDs are yielding 2% or 20%, are you? I suspect that @ i=20%, you would go to nearly all cash, unless inflation were 22%. <g>

Sam
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