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To: RGinPG who wrote (14393)3/10/1998 10:26:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 95453
 
I really don't know. I'm sure there would be some trigger point, but I haven't found it. I'm still holding VRC, PSFT and DELL (a 2-bagger, a 3-bagger and a 4 bagger, respectively, for the year). It really depends on whether you believe that decent valuation models exist for growth companies. Thus far, I haven't found any.

Regards,

Paul