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No. of Recommendations: 1
Not to sound trite but I have to answer your questions with other questions:

1. Why did you buy CNXS in October 2005?
2. Has that reason changed? If no, then there's no reason intrinsic to CNXS or its shares to sell. If yes, then you have to make a decision on whether or not this change is an opportunity, a threat or neither and move on from there.

For example: I bought CNXS because I felt it was undervalued at $9-$10/share and I felt they could grow moderately and have the stock price outpace that growth due to the margin of safety. I haven't checked stock prices of companys I own since 5/1/2005 (closing in on my 1 year hiatus) but I do read the boards so I have a feeling MY reasons for original purchase are no longer in play. I may not find them so undervalued today. So now I'd have to see if the new reality is an opportunity (they're growing faster than before and their true value is hidden in their cash flow if not their rising EPS?), a threat (they're at a value that suggests a 3-5 year growth rate that is well beyond their grasp?), or a non-event.

Fortunately I don't have to worry about such things until 5/1/06...perhaps you don't either.

All the best,

Blitzen94
(still breathing well by breathing right)
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