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To: OX who wrote (1628)3/18/2002 11:58:09 AM
From: OX  Read Replies (1) | Respond to of 29596
 
previous week's

Firm Strategist Stocks Bonds Cash

A.G. Edwards Mark Keller 70% 20% 10%
Banc of America Tom McManus 50% 45% 5%
Bear Stearns & Co. a.*Liz MacKay 65% 30% 5%
CIBC World Markets b.*Subodh Kumar 75% 20% 2%
Credit Suisse Tom Galvin 70% 20% 10%
First Union c. Rod Smyth 85% 15% 0%
Goldman Sachs & Co. d. Abby Joseph Cohen 75% 22% 0%
Legg Mason Richard Cripps 60% 40% 0%
Lehman Bros. Jeffrey Applegate 80% 10% 10%
Merrill Lynch & Co. *Richard Bernstein 50% 30% 20%
Morgan Stanley Steve Galbraith 70% 25% 5%
Prudential e.*Greg Smith 70% 20% 10%
Raymond James f.*Jeffrey Saut 65% 15% 10%
Salomon Smith Barney *John Manley 75% 20% 5%
UBS Warburg *Edward Kerschner 84% 16% 0%

a. Liz MacKay has retired from Bear Stearns and a replacement has
not yet been named. Allocations will not be updated until she is
replaced.

b. Sudodh Kumar has allocated 3% in other types of investments.

c. First Union now has three asset allocation recommendation
categories: low risk, moderate risk and high risk. The numbers
above are First Union's moderate risk recommendation. Its low risk
recommendation is to invest 55% in stocks and 45% bonds, and its
high risk recommendation is to invest 100% in stocks.

d. Goldman Sachs recommends investing the remaining 3% in
commodities.

e. Greg Smith no longer works at Prudential, Prudential recently hired Edward
Yardeni who begins as Chief Investment Strategist effective April 22.

f. Raymond James recommends investing the remaining 10% in real
estate.

*Not available for comment. Figures shown are from last week.