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To: wiz who wrote (140)12/2/1999 6:56:00 AM
From: Brian Malloy  Read Replies (1) | Respond to of 250
 
A fall to single digits would cause me to buy more.

I look at this investment as binary. Either they do it and the stock flies or they don't and it tanks.

Some stocks in the portfolio like VXGN, FONX and JAWZ I view as my own little venture capital fund. If they go to zero so what, if they make it to the big time fantastic. The criteria for success with a VXGN are much different than what I expect from say a BRCM or CSCO.

VXGN probably has a greater than 50:50 chance of making it.