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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (2196)	7/15/1999 3:36:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 10293

Dale, Of course, there's a downside. I can recall one "small cap" in which I established a nice 2% position some time back. Watched it grow to 4% of my portfolio, then decided that it really wasn't a "small cap" anymore and allowed it to keep going. At 10%, I started trimming. Eventually sold out entirely when it seemed to have hit a flat period. Have been in and out since then. Still one of my top picks and I have made out nicely with it without ever having overexposure to the stock. But if I had just held on forever, I would be much wealthier today. Of course, I'd also have an uncomfortable percentage of my net worth tied up in a single company, and any single company is vulnerable to all sorts of nasty surprises. (Remember Intel and the Pentium "crisis?" Or J&J with Tylenol? It could happen to any company.) Oh yeah, the "small cap" stock? CSCO. You may have heard of them. ;-) mg