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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Dave who wrote (79782)	7/9/2001 3:35:06 PM
From: Don Green	Respond to of 99985

Leading Wall St. Firms' Asset Allocation Recommendations July 9, 2001 Dow Jones Newswires Firm Strategist Stocks Bonds Cash A.G. Edwards & Sons Mark Keller 70% 30% 0% Banc of America Tom McManus 60% 35% 5% Bear Stearns & Co. Liz MacKay 65% 30% 5% CSFB Tom Galvin 90% 0% 10% Deutsche Banc * Ed Yardeni 80% 20% 0% First Union Sec Rod Smyth 70% 25% 5% Goldman Sachs & Co. a. Abby Joseph Cohen 70% 27% 0% J.P. Morgan Douglas Cliggott 60% 20% 20% Legg Mason Richard Cripps 65% 30% 5% Lehman Bros. Jeffrey Applegate 80% 20% 0% Merrill Lynch & Co. Christine Callies 70% 25% 5% Morgan Stanley Peter Canelo 80% 20% 0% Prudential b. Greg Smith 50% 30% 5% Raymond James c. Jeffrey Saut 55% 15% 15% Salomon Smith Barney John Manley 70% 25% 5% UBS Warburg * Edward Kerschner 71% 24% 5% * Could not be reached for comment. a. Goldman Sachs recommends investing the remaining 3% in commodities. b. Prudential recommends investing the remaining 15% in real estate. c. Raymond James recommends investing the remaining 15% in real estate.

To: Dave who wrote (79782)	7/9/2001 3:50:09 PM
From: American Spirit	Respond to of 99985

Then short EMC if you believe that. I don't. I think Friday's drop was an over-reaction. Will probably settle in the mid 20's somewhere for awhile. Eventually back up again into the 30-40 area. It was at 45 a few weeks ago so that's not too much of a stretch. But it always comes back to the same question, are you optimistic or pessimistic about a tech recovery within 6 months? Or even 9 months? Fact is nobody knows the answer to that. Could recover faster or take longer. In the meantime we gyrate with tech prices mostly in the toilette already.