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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (62585)4/2/2002 1:47:37 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
I am sitting on cash now and my original target has run away!

I thought that your high cash position reflected your conservative approach that you do not want to invest more in stocks than you can comfortably afford to lose, rather than an underallocation to stocks from your desired optimal level due to excessive valuations.

Last year everyone complained that I didn't act on my convictions.

I don't recall this episode. Could you refresh my recollection?