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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (11373)	12/13/1997 6:46:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 18056

Barry, my preference is a very high cash position, around 80%, right now I am down to 75% and will go down to about 60% by the middle of next week to play the rally, then, I will go back up (in cahs) all the way to 80% by the middle to late January. I may jump back in at the ides for another bear market rally. If had the constitution to short (which I do not possess, and there is nothing about shorting, it is just that I do not do it), I would short the darlings in mid to late January (yes, by then, Kelly, I think that shorting the Yahoo, AOL, COKE, and even my darling CSCO would be profitable). I would also short semi equip and networkers that have had "excessive" rallies by the middle of Jannuary . Zeev