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To: Alski who wrote (12900)	4/6/2000 5:54:00 PM
From: Jeffrey Beckman	Respond to of 14427

I wonder if they have something against HLIT (g).

To: Alski who wrote (12900)	4/6/2000 6:09:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

Alski, I did a recalculation of BDH's weightage on its 20 stocks a while back and TERN and NXTV are the top and second top beneficieries of the creation of this fund. I post it below again now that the initial cap of $550MM is known. $13MM and $9.4MM went to buy TERN and NXTV today. RFMD received $9.35MM which translate to about 81k shares of RFMD purchased by the fund today. Adjusted MER's Broadband basket (BDH) Ini. Cap = 550MM Weightage Float (MM) W/F $(MM) TERN 2.38 9.6 0.247916667 13.09 NXTV 1.71 8.5 0.201176471 9.405 SCMR 3.07 48.9 0.062781186 16.885 AMCC 2.72 51.1 0.053228963 14.96 CMVT 2.17 43.5 0.049885057 11.935 CMTN 1.07 24.4 0.043852459 5.885 SDLI 2 56.6 0.035335689 11 RFMD 1.7 50.3 0.033797217 9.35 BRCM 4.32 142 0.030422535 23.76 NT 17.3 640 0.02703125 95.15 SFA 1.59 64.8 0.024537037 8.745 PMCS 2.34 100.8 0.023214286 12.87 MOT 10.4 590.8 0.01760325 57.2 JDSU 9.41 535 0.017588785 51.755 GLW 3.84 223.4 0.017188899 21.12 QCOM 9.42 644.5 0.014615981 51.81 CIEN 1.44 128.8 0.011180124 7.92 CNXT 1.82 200.5 0.009077307 10.01 TLAB 2.45 305.7 0.008014393 13.475 LU 18.84 3160 0.005962025 103.62