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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (7439)	2/8/2002 1:12:26 PM
From: isopatch	Respond to of 36161

Paul. No doubt. But, think there's larger asset allocation considerations at work among the big fund mgrs and WS in house trading desks vis a vis the perception that equities are rolling over after and it's time to park $$ a lower risk area - for a few weeks, perhaps longer - till the dust settles. When I was a broker learned such capital shifting between markets with differing risk profiles is STOP among conservative big money interests as long as WS has existed. Just another big picture consideration that rarely gets mentioned on the average web thread. Gotta run, Iso