Sacramento -- After touting his budget plan to increase funding for education and transportation, the governor sounded a cautionary note. "It's important to remember, however, that our great good fortune is the result of a strong economy and a surging stock market. And anybody who follows the Dow, and particularly the Nasdaq, realizes how volatile these sources of funds are." The governor was not Arnold Schwarzenegger, but Gray Davis as he released his budget six years ago when state coffers were brimming with $12.3 billion in extra cash. But the money -- based on such volatile revenue sources as capital...