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To: David who wrote (110)	3/3/2000 9:28:00 AM
From: David	Respond to of 111

The return of the portfolio reached 110% yesterday. Average holding is about 2 months. Portfolio - 09:20 AM ET Select Portfolio: Click Buy/Sell in the menu above to start building your portfolio Overall Portfolio Investment Commentary Inception to date: 12/11/99 to 03/03/00 Edit Investment Commentary [Commentary is viewable by others.] Beginning Value: 1,000,000.00 Current Value: * 2,106,716.37 Total Return: 110.67% S&P 500 Return: -2.49% * Current value includes today's intraday stock price movement. Long Positions Ticker Trade Date Quantity Cost Cur. Price Cur. Value % Chg % Equity Sell? AAPL 12/27/99 483 103.88 122.00 58,926.00 17.45 2.80 Sell AOL 12/27/99 1,226 78.63 56.13 68,809.25 (28.62) 3.27 Sell ARBA 01/05/00 1,081 180.13 299.69 323,962.19 66.38 15.38 Sell BVSN 12/27/99 1,306 158.44 248.50 324,541.00 56.84 15.41 Sell CAMP 01/05/00 322 29.97 44.69 14,389.38 49.11 0.68 Sell CDIC 01/05/00 39,024 5.13 8.06 314,631.00 57.32 14.93 Sell CHINA 02/11/00 934 104.53 129.25 120,719.50 23.65 5.73 Sell CLRS 01/05/00 1,261 81.00 132.00 166,452.00 62.96 7.90 Sell CMRC 01/05/00 915 218.00 222.94 203,987.81 2.26 9.68 Sell CSCO 12/27/99 957 104.88 132.75 127,041.75 26.58 6.03 Sell DPAC 12/27/99 12,260 8.38 7.28 89,268.74 (13.06) 4.24 Sell NHAN 01/05/00 38,095 5.25 12.63 480,949.37 140.48 22.83 Sell OMKT 12/27/99 5,194 38.00 50.88 264,244.75 33.88 12.54 Sell PCS 12/27/99 986 51.16 53.38 52,627.75 4.34 2.50 Sell POSO 12/27/99 5,714 9.13 23.88 136,421.75 161.64 6.48 Sell WRLS 01/05/00 16,753 12.28 26.88 450,236.87 118.83 21.37 Sell Total Long Positions: 3,197,209.11 54.85 151.76