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To: incomep who wrote (114890)4/7/1999 7:05:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Actually, my average entry point with PSFT was around $12, and I sold half at $21 and half $25. Not so with NETA. My entry point was around $30. With BMCS its around $40, so it's not so bad yet.

Acually, I'm up around 25% for the year so far thanks largely to AOL, ASND, ATI, DELL, TLAB and VTSS. But it still hurts. I think this demonstrates why it is insane to have a concentrated portfolio.

TTFN,
CTC