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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (2804)	1/14/1998 1:21:00 PM
From: sea_biscuit	Respond to of 42834

For an observer who is indifferent to stocks (nothing to lose/gain from the stock market), the recent happenings in Asia don't have any ups or downs -- it is one continuous stream of failed businesses, failed banks and failed currencies, with the IMF running around to plug the leaks, and with each subsequent breach appearing to be worse than the previous one. And for somebody who really follows the stock-market, there are headlines like : "Dow surges on overseas rebound" and "International markets recover on bullishness in the US" :-) At some point, sanity has to be restored. Dipy.

To: marc ultra who wrote (2804)	1/14/1998 6:12:00 PM
From: Boca_PETE	Read Replies (1) \| Respond to of 42834

Marc: re:<re: Brandywine Fund. CNBC is reporting that fund manager has sold all technology holdings recently and is 2/3 in cash!> Per Brandywine's 12/31/97 quarterly report received tonight, I can confirm that the fund's CASH HOLDINGS = 53.5% of total assets and tech holdings are down to an insignificant amount. Agree that if the big rally Brinker referred to last weekend has started, this fund may be left behind. However, if the October Low testing process is still ongoing, this fund may be savy enough to take advantage close to the inflection point. P