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To: J. Conley who wrote (568)	9/1/2000 11:20:35 AM
From: architect*	Read Replies (2) \| Respond to of 955

48k & 66k buys ? from the 1-min chart on 9/1 @ 10:30 AM siliconinvestor.com appears to me a 48k buy on 8/31 near the close and a 66k buy 9/1 after 10 AM. I assume these trades are buys since the LDP stock price moved up sharply. Can anyone with level 2 confirm ?

To: J. Conley who wrote (568)	9/5/2000 10:58:00 PM
From: J. Conley	Read Replies (2) \| Respond to of 955

Here is confirmation of LDP's participation in the FBR conference on Monday. The agenda: fbrcorp.com When inquiring a few weeks ago, I was informed of two things: 1) LDP was allotted one hour instead of the customary one-half hour, and 2) they expected very good attendance (in their words "standing room only"). Trueger will be presenting. As I've stated before, FBR is impressed with Trueger's ability to convey his message and has publicly stated this fact in one or more of their research reports. This is a good first step to attempt to "raise the profile." And, of course, if anyone attends, please post.

To: J. Conley who wrote (568)	9/10/2000 6:07:15 PM
From: J. Conley	Read Replies (3) \| Respond to of 955

PORTFOLIO UPDATE: On its website, LDP has now listed the private and public holdings: londonpacific.com In my view, this is the company's response to Regulation FD as well as expressed concerns of shareholders to make the company more transparent. Regulation FD is not effective until sometime in October, so it is nice to see the company make this information available to all investors now, especially since the company will most likely present this information to institutional investors on Monday. Nice going LDP in considering the retail shareholder. Here are the changes: BRCM: no change CNSW: omitted EXTN: reduced by 185,435 shares GSPN: increased by 11,008 shares and added escrow shares of 38,220 HYBR: omitted NETP: reduced by 311,036 NUFO: no change PKTR: reduced by 91,769 RAMP: omitted SABA: reduced by 175,133 SEBL: no change VINA: no change VTSS: added 15 shares Bottom line, the changes reduce the value of the SI Portfolio by approx. $29 million from the close Friday, which close included HYBR, CNSW, and RAMP. CNSW and HYBR are omitted because the CNSW cost basis is much higher than in the portfolio. HYBR could be converted for a profit and in fact the company defaulted when it exceeded the capital spending provision. I don't know the details of the CNSW position so both are simply omitted to reduce confusion, which unfortunately was already present anyway. As before, escrow shares and definitive deals not yet closed are in the portfolio for tracking purposes. If anyone sees an error, please comment.