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To: Math Junkie who wrote (16817)	10/4/2002 6:34:21 PM
From: rsie	Read Replies (1) \| Respond to of 42834

I for one have to reiterate that the QQQ trade was a very bad call.....you would agree? Rich

To: Math Junkie who wrote (16817)	10/4/2002 9:36:32 PM
From: geode00	Read Replies (1) \| Respond to of 42834

Sorry, I'll try to be a bit clearer. Your quote showed him to be bearish. However, he never went beyond 65% cash in the first place and went back into the market to boot. What I'm trying to figure out is: 1. Do you think the longterm model has gray areas? I thought it was either bull or bear. 2. If his model is either bull or bear and he went bear, why didn't he go 100% out of the market? Where was the 70%, 75%, 80%, 85%, 90%, 95%, 100% asset allocations? What is funny is that model portfolio 1 and 2 have become 80% cash because the equity portion has gone down so much. I believe (although someone please correct me if I'm wrong) they're down overall since late 2000 and possibly down from before that time.