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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (738)	3/28/2000 4:46:00 PM
From: rfisher	Respond to of 30051

Zeev, about 30 minutes before close I picked up additional WDC at 7 5/8, SIII at 22 and ONT at 16 7/8. CDTS & SCON were not cheap enough for me.

To: Zeev Hed who wrote (738)	3/28/2000 4:54:00 PM
From: rfisher	Read Replies (2) \| Respond to of 30051

Zeev, what is your opinion on this MSNBC quote regarding the market: "ANALYSTS SAID investors were grappling with remarks from Ms. Cohen of Goldman Sachs Group, one of the market?s most closely watched strategists, who reduced the amount of stocks to 65% in her model portfolio, down from 70%. She recommended that investors convert the 5% into cash, rather than invest it in bonds. Previously she hadn't recommended investors hold any cash in her portfolios."