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Strategies & Market Trends : Firsthand Funds - Month by Month Comparisons

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To: LemonHead who wrote (2)5/7/2000 8:11:00 PM
From: LemonHead   of 22
 
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
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