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To: The Ox who wrote (13765)	8/10/2000 7:06:50 PM
From: The Ox	Read Replies (1) \| Respond to of 14427

communications9-29-98 Symbol Pur.Price Last/NAV Change Gain/Loss %Gain/Loss Value GALT 7 1/4 19 1/16 -3/16 +7,087.50 +162.93% 11,437.50 VTSS 18 1/4 72 5/8 +2 5/16 +10,875.00 +297.94% 14,525.00 MMCN 11.00 53 7/8 +1.00 +12,862.50 +389.77% 16,162.50 TXCC 6.2222 40 7/8 -7/8 +23,390.62 +556.91% 27,590.62 JDSU 11 1/2 117 3/4 -3 3/8 +42,500.00 +923.91% 47,100.00 BRCM 20.00 225 3/16 -9 7/16 +61,556.25 +1,025.93% 67,556.25 AHAA 3.1666 37 5/8 -2 1/4 +51,687.50 +1,088.15% 56,437.50 RFMD 5.00 66 15/16 -3 3/4 +74,325.00 +1,238.75% 80,325.00 TQNT 2.5833 37 3/8 +5/8 +78,281.25 +1,346.77% 84,093.75 PMCS 9.3333 199 11/16 -7 5/16 +114,212.50 +2,039.50% 119,812.50 AMCC 3 3/4 147 7/8 -3 9/16 +172,950.00 +3,843.33% 177,450.00 communications9-29-98: 702,490.62 (+649,728.12; +1,231.42%) NOTE: model portfolio set up in Sept 98. This is not a recommendation to buy or sell the above. Let's design a new portfolio for the next 2 years to match or exceed the above performance!!! My expectations at the time for the "best" 3 were: 1) VTSS - (wrong<g>) 2) BRCM 3) AMCC - (right!) One out of 3 ain't bad!

To: The Ox who wrote (13765)	8/10/2000 10:06:36 PM
From: SJS	Read Replies (1) \| Respond to of 14427

mike, I'd like to work with you on this... Can you define the band you wanna use for "small" & "midcap" for now? However, I don't know if the run for the next 3 years will be as good as this wave was. You had semi capex spending re-starting UP, coupled with optical and internet mania all converging at the same time. That's a tsunami, my friend. Steve PS: Just looked at MTSN, incredible how this fell back to where I owned it. 3 other I think warrent additional review: ANEN, EXAR, SPW. Steve