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Non-Tech : Berkeley Technology Limited (BLKYY)
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To: J. Conley who wrote (480)8/9/2000 11:00:38 PM
From: J. Conley  Read Replies (2) of 955
 
PORTFOLIO UPDATE:

1. Added BRCM shares as two holdings based on the press release concerning the Silicon Spice acquisition, the lesser holding is the amount in escrow and is in the portfolio for tracking purposes.

2. Added SEBL shares as two holdings based on the press release concerning the OnLink acquisition. The lesser holding is the amount in escrow and is in the portfolio for tracking purposes.

3. Added VINA cost basis, $4.88 per share, via FBR’s July 17 report.
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