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To: AmericanVoter who wrote (432)	7/14/2000 1:44:10 PM
From: Madharry	Respond to of 955

The difference is that nufo has appreciated strongly in value and is worth about $500MM. I wasn't involved when it was 9 but my guess that was before nufo went public. COnsidering the market cap of LPD is all of $800M that is a diifference. BTW Paul I think when you bought in the market cap of LDPs public portfolio was around $100MM now it is over 1B.

To: AmericanVoter who wrote (432)	7/14/2000 1:57:25 PM
From: James Calladine	Read Replies (1) \| Respond to of 955

AMEIN: Don't be so hard on yourself: -- you bought at the right time -- you sold too early (you will do this many times until you see that tendency in yourself) Why was LDP so cheap? Because the perceived market for IPO's at that time was zero. Why is it higher now? Because the market is higher and the perceived market for future IPO's (as well as the actual market value of the portfolio) is higher. No stock exists in a vacuum. Most are closely related to market indices. Don't just focus on the stock itself, but pay attention to its relationship to the market. In my view, LDP is STILL cheap. The opportunity is not over! You might look at the price action since your initial purchase as confirmation of the fact that you were on the right track. You just have to evaluate: is there more upside from here? Best wishes, Jim