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To: J. Conley who wrote (482)	8/10/2000 10:42:59 AM
From: AmericanVoter	Respond to of 955

JC, thanks for keeping the public portfolio up-to-date... eom best regards amein alsuezi

To: J. Conley who wrote (482)	8/15/2000 8:15:26 PM
From: J. Conley	Read Replies (2) \| Respond to of 955

PORTFOLIO UPDATE: 1. Changed cost basis and shares of GSPN to 280,000 shares at a cost basis of $10 million to correspond with the most recent FBR report. To foster consistency, and the fact that FBR likely knows more, the SI port is changed to their numbers. 2. Omitted DCLK, again in accord with FBR report. 3. Changed cost basis of VINA to $14.6 million pursuant to the company press release. biz.yahoo.com FBR does not include the VTSS escrow shares. I believe they should since they now list SEBL and BRCM shares in escrow. RAMP shares are higher for FBR, but the lower number of shares in the SI portfolio will remain unless there is more information than the SEC filing on which the SI number is based. Also of note, FBR has a higher cost basis on RAMP; and of course, HYBR and CNSW are convertible debentures.