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To: Lucretius who wrote (248683)7/7/2003 4:36:31 PM
From: MythMan  Read Replies (1) | Respond to of 436258
 
I think he penned that pos just for this thread. Note he mentioned KLAC and Soft both which were discussed and whined about on this thread today.



To: Lucretius who wrote (248683)7/7/2003 4:51:09 PM
From: sammaster  Read Replies (1) | Respond to of 436258
 
so he's saying only having 4.5% cash is being market neutral? thats almost near alltime low cash position for mutuals