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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (7361)	11/30/2002 6:06:31 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 95520

~10% of my total assets are in stocks. Curious Cary, as to why if you are such a fervent believer in technology(and specifically the SCE sector), you have such a low percentage of your total assets in stocks. Brian

To: Cary Salsberg who wrote (7361)	12/1/2002 8:57:16 AM
From: Sam Citron	Read Replies (1) \| Respond to of 95520

OT - You are such a thoughtful and conservative asset manager that I am bound to ask how you have allocated the other 80% of your liquid assets. Are there asset classes other than CDs? Have you deliberately staggered CD maturities ? How do you manage the reinvestment decision, now that new CD yields are so low? Finally a question about your Cassandra complex: Have you found that as you have gained experience with risk and return in the stock market, you also gained confidence in your abilities to invest in a wiser manner than the banks that issue your CDs? In other words, has that 20% allocation of liquid assets to stocks increased over the past ten or twenty years?