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Strategies & Market Trends : Firsthand Funds - Month by Month Comparisons -- Ignore unavailable to you. Want to Upgrade?

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

To: LemonHead who wrote (2)	6/4/2000 4:30:00 PM
From: LemonHead	Read Replies (1) \| Respond to of 22

TIFQX Mar % T Apr % T $I/D %I/D May Mar/May %I/D Cash 83 8.2% 7 0.9% (77) -91.9% M-V: 932 91.8% 763 99.1% (169) -18.2% TOT: 1,015 100.0% 769 100.0% (246) -24.2% NAV: 66.44 56.99 (9.45) -14.2% 47.64 (18.80) -28.3% TLFQX Mar % T Apr % T $I/D %I/D May Mar/May %I/D Cash 24 3.0% 52 6.0% 27 112.5% M-V: 777 97.0% 804 94.0% 27 3.5% TOT: 801 100.0% 856 100.0% 54 6.8% NAV: 58.12 55.43 (2.69) -4.6% 47.36 (10.76) -18.5% TVFQX Mar % T Apr % T $I/D %I/D May Mar/May %I/D Cash 47 1.1% 378 10.3% 332 711.9% M-V: 4,012 98.9% 3,308 89.7% (703) -17.5% TOT: 4,058 100.0% 3,687 100.0% (372) -9.2% NAV: 127.41 113.44 (13.97) -11.0% 100.71 (26.70) -21.0% TCFQX Mar % T Apr % T $I/D %I/D May Mar/May %I/D Cash 22 2.6% 11 1.9% (11) -47.9% M-V: 810 97.4% 603 98.1% (207) -25.6% TOT: 832 100.0% 615 100.0% (218) -26.2% NAV: 20.30 16.08 (4.22) -20.8% 14.30 (6.00) -29.6% TEFQX Mar % T Apr % T $I/D %I/D May Mar/May %I/D Cash 127 19.8% 26 5.0% (101) -79.2% M-V: 514 80.2% 502 95.0% (12) -2.4% TOT: 641 100.0% 529 100.0% (113) -17.6% NAV: 15.34 12.33 (3.01) -19.6% 11.20 (4.14) -27.0% April 2000 Cash & Market Value Changes for all Funds. In Millions, I/D = Increase or Decrease, T = Total Nav ending for Mar, Apr & May % Decline best to worst (Mar - May): TLFQX, TVFQX, TEFQX, TIFQX, TCFQX Cash Reserves most to least (Apr): TVFQX, TLFQX, TEFQX, TCFQX, TIFQX