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To: Randy Ellingson who wrote (99603)4/9/2000 8:52:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
<Shouldn't that cash be in those companies you believe in? Or are you trying to time the market? Or do you have non-stock plans for that cash?>

It's about asset allocation, financial planning, or whatever you want to call it. It's my take on risk vs. reward at this moment. The weighting suggests that I still believe in more upside than downside at the moment. But am concerned enough about downside to protect myself with enough cash to ensure I don't need to dust off my resume for a decent while. <g>