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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (28346)	2/6/1998 1:31:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1571931

Kevin, sold my AMD senoir notes yesterday at the open... redeployed into Cpq..msft...Sunw...Csco...Orcl..Att... and a minor holding of INTC...As it turned out I avoided the selloff in bonds and caught the equiteis in the mist a major sell program. All in all a very good day! I wanted Stockman to be the first to know but he had to check into the clinic for his rash! I feel naked without the bonds... an uneasy about having to climb the equity "Wall of Worry". Asia, Iraq, Tailgate. Current allication 50% equities 50% bonds. One minor trading margined position in AMAT half point under water. Would like to go longer in equities but not untill the DJIA confirms with a breakout.