Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

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3:59 PM EST

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To: Ramsey Su who wrote (26105)	11/10/1998 10:03:00 PM
From: Gottfried	Read Replies (1) of 70976

Ramsey, re >I am considering going 100% cash within the next few weeks.< Can't blame you for considering. Stocks are overvalued again by the Fed model. yardeni.com I'm roughly 30% in cash - more than for years. Of course investors could ignore realities for a long time. The global discussions are played out. That doesn't mean people aren't worried any more. They have just decided to play the cards they're given and hope the downturn will be swift and shallow. Here's an interesting mutual fund situation [I may have posted it before]. It needs no explanation: quicken.com The bullish fund gains more than the bearish one loses. At least YOU, rather than some guru, make the decision. Gottfried

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