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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.70+1.6%9:58 AM EST

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To: Art Bechhoefer who wrote (121889)7/21/2002 5:25:03 PM
From: Wyätt Gwyön  Read Replies (3) of 152472
 
in spite of all the negativity (to which i am of course an enthusiastic contributor :), i am going to start increasing my equity allocation this week. you gotta love this negativity, although i suspect it will get much worse before it's all over (though of course i could be wrong, which is why i am starting to add now...)

i will be purchasing a variety of index funds. right now i am 75% bonds/cash, 27.5% long, and 2.5% short (25% net long). however, because i am such a bull on the market, i am going to be shifting 5% of cash into equities, spread amongst a dozen or so index funds and ETFs. this will take me to 70% bonds/cash and 30% equities.
fwiw...
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