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And another question -

For this year, seems like we would sell HWP and IP because they aren't 2002 picks.

And for HD and MSFT - what? Sell them because they've reached their upside target? Continue to hold until they *do* reach the upside target? (For that matter, what *was* their upside target 'way back on 1/1/2001?)

Sell them to start with a clean slate and put the proceeds into more AA since that's the only 2002 pick?
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