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Politics : Formerly About Applied Materials
AMAT 134.63-0.1%Jun 2 4:00 PM EDT
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To: Jacob Snyder who wrote (60919)2/23/2002 4:38:02 PM
From: Cary Salsberg   of 70976
 
It was a little sobering. It supports my basic view of risk which has me placing only 12% of net assets and 22% of liquid assets into my brokerage accounts. (Numbers have been raised recently from 9% and 16%)

The new money coming in raises me from ~19% to ~37% cash. I am supposed to come up with a plan to commit this cash to my favorite 8 this weekend.
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