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Pastimes : Triffin's Market Diary -- Ignore unavailable to you. Want to Upgrade?


To: Triffin who wrote (114)4/7/2000 11:45:00 AM
From: Triffin  Respond to of 869
 
ARBITRAGE: MORE HOLDRS

Internet B2B HOLDRS (BHH)
Name & Symbol No. Of Name & Symbol No. Of
Shares Shares

Internet Capital 15 Retek Inc. (RETK) 3
Group, Inc. (ICGE)
Ariba, Inc. (ARBA) 7 Sterling Commerce, Inc. (SE) 6
Commerce One, Inc. (CMRC) 6 Proxicom, Inc. (PXCM) 4
FreeMarkets, Inc. (FMKT) 3 Silknet Software, Inc.(SILK) 1
VerticalNet, Inc. (VERT) 3 PurchasePro.com, Inc.(PPRO) 2
Scient Corporation (SCNT) 5 SciQuest.com, Inc.(SQST) 3
CareInsite, Inc. (CARI) 6 QRS Corporation (QRSI) 1
Ventro Corporation (VNTR) 2 Harbinger Corporation(HRBC) 3
Agile Software 2 Pegasus Systems, Inc.(PEGS) 2
Corporation (AGIL)
CheckFree Holdings 4 ImageX.com, Inc. (IMGX) 1
Corporation (CKFR)

Internet Infrastructure HOLDRS (IIH)
Name & Symbol No. Of Name & Symbol No. Of
Shares Shares

Exodus 6 Vitria Technology, Inc.(VITR) 2
Communications, Inc. (EXDS)
Akamai 3 InterNAP Network Services 5
Technologies, Inc. (AKAM) Corporation (INAP)
VeriSign, Inc. (VRSN) 4 Digital Island, Inc. (ISLD) 2
InfoSpace.com Inc. (INSP) 4 Network Solutions, Inc.(NSOL) 1
BroadVision, Inc. (BVSN) 3 Kana Communications, Inc. 2
(KANA)
Vignette Corporation (VIGN) 2 Alteon WebSystems, Inc. 2
(ATON)
Inktomi Corp. (INKT) 4 Usinternetworking, Inc. 2
(USIX)
BEA Systems, Inc. (BEAS) 5 E.piphany, Inc. (EPNY) 1
RealNetworks, Inc. (RNWK) 6 NaviSite, Inc. (NAVI) 1
Portal Software, Inc. (PRSF) 6 Software.com, Inc. (SWCM) 2

Internet Architecture HOLDRS (IAH)
Name & Symbol No. Of Name & Symbol No. Of
Shares Shares

Cisco Systems, Inc. (CSCO) 13 Foundry Networks, Inc. 1
(FDRY)
International Business 13 Gateway, Inc. (GTW) 2
Machines Corp. (IBM)
Hewlett-Packard Co. (HWP) 7 Network Appliance, Inc.(NTAP) 1
Sun Microsystems, Inc. (SUNW) 12 Apple Computer, Inc. (AAPL) 1
EMC Corp. (EMC) 8 Cobalt Networks, Inc.(COBT) 1
Dell Computer 19 Seagate Technology, Inc. 2
Corporation (DELL) (SEG)
Compaq Computer Corporation 13 Extreme Networks, Inc.(EXTR) 1
(CPQ)
Sycamore Networks, 2 CIENA Corporation (CIEN) 1
Inc. (SCMR)
Juniper Networks, Inc. (JNPR) 1 Unisys Corp. (UIS) 2
3Com Corporation (COMS) 3 Adaptec, Inc. (ADPT) 1