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To: J. Conley who wrote (480)	8/9/2000 10:46:33 PM
From: Paul Senior	Read Replies (1) \| Respond to of 955

Does it make any sense to assume from the two buyout offers LDP has just got and LDP's shares in those companies, that LDP's percentage of ownership for the other privately held companies is similar? Maybe, for example, no more than 10%, no less than 5%??

To: J. Conley who wrote (480)	8/9/2000 11:00:38 PM
From: J. Conley	Read Replies (2) \| Respond to of 955

PORTFOLIO UPDATE: 1. Added BRCM shares as two holdings based on the press release concerning the Silicon Spice acquisition, the lesser holding is the amount in escrow and is in the portfolio for tracking purposes. 2. Added SEBL shares as two holdings based on the press release concerning the OnLink acquisition. The lesser holding is the amount in escrow and is in the portfolio for tracking purposes. 3. Added VINA cost basis, $4.88 per share, via FBR’s July 17 report.

To: J. Conley who wrote (480)	8/11/2000 12:12:35 PM
From: J. Conley	Read Replies (1) \| Respond to of 955

Announcement of FBR conference that includes reference to LDP: siliconinvestor.com It may be of import to some to note that FBR does not make a market in, nor did it participate in underwriting of LDP. Also, I understand FBR is allotting one hour time for Trueger, whereas the normal presentation is one-half hour. It is quite obvious FBR really liked, and still really likes, LDP and I would suspect that some of it has to do with being early, being right, and with the expectation to later be noted as one of the first to "discover", and cover, a small off shore insurance company that traded on the LSE (with an ADR) and filed their financials in the U.K.