Even though a pull back in the general markets would postpone gains in both INFN and NOK, it would be a healthy thing to have.  I think a 8% to 10% would be good.  I have 100 BABA shares and would not mind adding a little.  My work 401K remains mostly in the guaranteed fund, I would like to move it into the market, but have been relectant to do so because of the high valuations, so a 10% pull back would be welcome.  I would be deploying it to the International, big cap growth, mid cap growth and small cap growth.