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To: J. Conley who wrote (179)	3/11/2000 7:47:00 PM
From: J. Conley	Read Replies (1) \| Respond to of 955

I was glad to see the FBR report verify the Silicon Spice holding. I think x had previously stated they had this. I really believe Silicon Spice has potential to be a grand slam. Kleiner Perkins is in on this one also, again not bad company. Take a look at this link: businessweek.com Also look who's presenting on the first day at this (what the author calls an amazing "who's who" from the venture capitalist and networking industries and of Next Generation Networking) conference in April: biz.yahoo.com The CEOs from both Silicon Spice and Mayan Networks (in the optical access category.) Looks like it's gonna get better and better.

To: J. Conley who wrote (179)	3/11/2000 8:10:00 PM
From: xcr600	Read Replies (1) \| Respond to of 955

The info I have is what they reported on the books ending 1999. Anything since then would be new, hence the additional shares in NUFO. Odd, but the filings I have don't show Extensity at all. Some other odds and ends-- They picked up 770k shares of CBIZ which is a real doggy. Not sure what they see here. 219k shares of Mattel They also sunk $5mln into something called China Development Bank. Can't tell if it's a stock or bond but no dividend was paid in '99. Hybrid Networks equity investment of $5.5mln These guys are/were in kind of a mess. Presently trying to get relisted on the Naz. Haven't looked closely to see if they have much potential. Here is their summary "Hybrid Networks, Inc. designs, manufacturers and sells broadband data systems to network operators or Internet Service Providers (ISP¡s). Hybrid products include the head end equipment used by the operator and the cable modems or wireless broadband routers used by the subscribers." Equity investment of $6mln in something called "Husky Terra Nova". I can't determine what this may be. Still looking through this stuff.