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To: xcr600 who wrote (444)	7/15/2000 11:04:47 AM
From: xcr600	Respond to of 955

Here's some text from an analyst's mention on CNBC Friday. I missed the interview (I don't watch CNBC, it makes me puke). But this guy doesn't sound like he knows much about the co. ------------- CNBC 7/14/00 - 1:24 PM... this is one i have been getting into, gives you daily updates on weather, weekly and monthly updates on anything from entertainment to when to service your car and it is actually pretty nice stuff. I actually subscriber to it. What they have been able to do is get about 15 million members over the last few months and 15 million members that is a lot of e-mails, so we think that they are going to be able to monetize that pretty well, specially with the olympics thing, sending out updates on the olympics so we like this one. Bill: You are buying that i gather. >> Yeah, i really like life minders. Bill: There you g. Get another e-mail in here, you want to do an e-mail? Okay. We have florida asking about london pacific group, the stock off the highs now and back to you as well, isn't it mike? >> I guess so. London pacific group a small cap company, like a venture cap company, trades on the u.K. Exchange and trades here as adr. They have offices strung out all the way from san francisco to north carolina. This is a, they have spin-offs of public companies, they have a couple of public companies they've been successful at but you know, hard to really wrap your hands around what is going on here. Right now trades at about the same value as a lot of its public entity ies so probably value here, however i would probably go some place else, specially something this speculative, i probably, you know, as far as they are frying -- trying...

To: xcr600 who wrote (444)	7/15/2000 1:17:55 PM
From: J. Conley	Read Replies (1) \| Respond to of 955

Thanks to all for posting links to the recent mentions of LDP. A few comments about the SI public portfolio may be appreciated by readers new to the thread, especially for those that are seeing variances from different sources (sorry to bore the rest of you.) And yeah, LDP does have other businesses. –gg- The port link is below and in the original message by xcr600. siliconinvestor.com First, you can verify this portfolio through SEC filings of the company that LDP holds, or through independent press releases regarding an acquisition. The portfolio is what I have been calling a "pretty darn close" assessment of the holdings since we do not know the precise details of some transactions. Here are some relevant notes concerning the SI portfolio: CNSW and HYBR: Both are convertible debentures that can be converted at any time by LDP. They are in the SI portfolio for tracking purposes as they currently trade higher than their conversion price (portfolio cost basis). DCLK: I do not understand the number of shares FBR has in the latest report, 385,756. Apparently it does not account for the 2 for 1 DCLK split early this year. However, I am certain at least some, if not all, DCLK shares were sold at a higher price last quarter. FBR knows this, but I do not think they intend to reflect the recent sales in their number. GSPN: iCompression was acquired by GSPN. An assumption was made concerning LDP's ownership interest in iCompression, and consequently the number of shares of GSPN received to arrive at the SI portfolio numbers. FBR in their last report states LDP "has stated the benefit of the sale will not be significant." The assumptions in the SI portfolio show a $14 million gain. I'm not sure what to make of the statement, but I suppose under the circumstances this could be considered not significant. Everyone can decide for themselves. NUFO: Divided into a taxable and non-taxable portion, since the amounts are rather significant. Here is the link showing in which LDP division the asset is held and the basis for the division in the SI portfolio. Upon review, I recently adjusted the division of shares. freeedgar.com RAMP: FBR's number, which is 2,528,368, does not correspond with RAMP’s most recent filing with the SEC. Here is the link and the basis for the SI portfolio number. freeedgar.com VTSS: SiTera was acquired by VTSS. The terms of the deal were disclosed in a press release. The separate, and lower, number of shares are indicated because they are shares currently held in escrow pending the finality of the deal. FBR does not include these, but for tracking purposes they are in the SI portfolio VINA has filed an S-1, and is set to go public in early August. The rest, EXTN PKTR NETP and SABA are I believe the same numbers as FBR (Analysts at Friedman, Billings, & Ramsey, Co.) As always, if anyone has any comment, or sees a potential error, please post.