Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: marc ultra who wrote (2804)	1/14/1998 6:12:00 PM
From: Boca_PETE	Read Replies (1) of 42834

Marc: re:<re: Brandywine Fund. CNBC is reporting that fund manager has sold all technology holdings recently and is 2/3 in cash!> Per Brandywine's 12/31/97 quarterly report received tonight, I can confirm that the fund's CASH HOLDINGS = 53.5% of total assets and tech holdings are down to an insignificant amount. Agree that if the big rally Brinker referred to last weekend has started, this fund may be left behind. However, if the October Low testing process is still ongoing, this fund may be savy enough to take advantage close to the inflection point. P

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