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Re: Zeev Hed post# 329040

Wednesday, 12/01/2004 7:16:23 PM

Wednesday, December 01, 2004 7:16:23 PM

Post# of 704044
ZEEV I'm at odds with you on cash. Deployed a bunch into funds as I am more bullish than I have been in a couple of years. Lower oil prices will result in adjusted higher projections by analysts and the semi's look ready. Event risk has been greatly diminished and baring any international sinkhole, we look ready to suck significantly more cash out of bonds into stocks. JMTC

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