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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 90.70+1.6%Nov 26 3:59 PM EST

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To: Paul Jamerson who wrote (3425)11/3/1997 1:18:00 AM
From: Mike Chen  Read Replies (1) of 14451
 
Paul Jamerson: >>If the company doesn't generate enough return, I dump it.<<

I'm curious about how much "return" you ask for? Do you have benchmarks or criteria? For instance you like Intel very much. What kind of return does an Intel have? What is its free cash flow?

Do you ask for return over time, or do you jump in and out?

Mike

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