TLFQX Mar-00 CLOSING CLOSING INC INC PRICE PRICE OR OR SYM: QTY: 03/31/00 VALUE: STATUS: 04/28/00 DEC $ DEC % AMAT 17,500 94.25 1,649,375 ADD 101.81 7.56 8.0% GLW 198,000 194.00 38,412,000 NEW 197.50 3.50 1.8% KLAC 90,000 84.25 7,582,500 ADD 74.88 (9.38) -11.1% LU 75,000 60.75 4,556,250 ADD 62.19 1.44 2.4% ORCL 80,000 78.06 6,244,800 ADD 79.94 1.88 2.4% T 850,000 56.25 47,812,500 ADD 45.88 (10.38) -18.4% TLAB 200,000 62.98 12,596,000 ADD 54.81 (8.17) -13.0% TXN 50,000 160.00 8,000,000 ADD 162.88 2.88 1.8% WIND 250,500 36.25 9,080,625 ADD 42.69 6.44 17.8% XLNX 65,000 82.81 5,382,650 ADD 73.25 (9.56) -11.5% Splits: CSCO, SFA, AMAT. DD - TLAB, T, LU |