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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Dorine Essey who wrote (95478)	2/6/1999 8:06:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<--OT-->Recommended U.S. Stock, Bond, Cash Asset Weightings Dorine: Look at them 'experts' and their asset allocations,man I must be really stupid I am 100% in stock,most of it in Dell.<vbg> (Bloomberg News via CNET) February 5, 1999, 2:21 p.m. PT New York, Feb. 5 (Bloomberg) -- One of the 14 chief strategists of Wall Street firms surveyed by Bloomberg News made changes in his U.S. investment allocations this week. Following is a weekly table of the strategists' recommendations. Assets are broken down into stocks, bonds and ''cash,'' or short-term liquid securities. Average weightings are included at the bottom. Polling was conducted today. A single plus sign (+) indicates that a strategist changed his or her model allocations from the previous survey, which was conducted Jan. 29. A double plus sign (++) indicates that the analyst breaks down his or her investment recommendation beyond the three categories listed. Further clarification is provided at the bottom of the chart. Firm Strategist Stock Bonds Cash A.G. Edwards Inc. Ray Worseck 70 25 5 Bear, Stearns & Co. Liz Mackay 60 35 5 Credit Suisse First Boston Christine Callies 60 30 10 Donaldson Lufkin & Jenrette Thomas Galvin 80 15 5 Goldman, Sachs & Co. Abby Joseph Cohen++ 70 27 0 J.P. Morgan & Co. Douglas Cliggott+ 50 25 25 Lehman Brothers Inc. Jeffrey Applegate 80 20 0 Merrill Lynch & Co. Charles Clough 40 55 5 Morgan Stanley Dean Witter Peter Canelo 65 20 15 NationsBanc Montgomery Thomas McManus 70 30 0 PaineWebber Inc. Ed Kerschner+ 62 24 14 Salomon Smith Barney Inc. By Committee 55 40 5 Warburg Dillon Read LLC Gail Dudack 45 30 25 Wheat First Union Don Hays 70 30 0 AVERAGE TOTALS 63% 29% 8% (Totals may not equal 100 percent because of rounding.) +J.P. Morgan's Cliggott previously recommended 60 percent in stocks, 25 percent in bonds and 15 percent in cash. ++Goldman Sachs suggests placing 3 percent of assets in commodities. Those assets aren't included in the above chart.