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To: J. Conley who wrote (589)	9/10/2000 6:35:45 PM
From: J. Conley	Respond to of 955

FWIW, take a look here: murphymorris.com Banks and insurance breaking out to new highs is in all likelihood a good sign for the broader market and at least to some degree for LDP also.

To: J. Conley who wrote (589)	9/11/2000 1:53:54 AM
From: architect*	Read Replies (1) \| Respond to of 955

Private holdings, LDP has $182 million in private investments, with some great companies in the pipe-line. Lightchip is LDP's largest private holding, with 30% ownership and $25 million invested. I believe Lightchip will be a huge winner. They provide fiber optical equipment products lightchip.com similar to companies like NUFO LPTH AVNX

To: J. Conley who wrote (589)	11/30/2000 8:48:29 PM
From: J. Conley	Read Replies (3) \| Respond to of 955

PORTFOLIO UPDATE: BRCM: adjusted number of shares to reflect web site, and accordingly adjusted the cost basis per share so that the port shows the initial investment of LDP. SEBL: adjusted number of shares to reflect web site, and accordingly adjusted the cost basis per share so that the port shows initial investment of LDP. VTSS: reduced by 1.0 million shares to match the holdings, dated 10/31/00 as set forth on LDP's web site. Looks as if - according to the press release made in conjunction with the quarterly results - these shares were sold in the mid-seventies. SI portfolio value is decreased tonight due to the change; LDP obtained cash in return. The cost basis per share is adjusted on SEBL and BRCM because it is assumed that the shares were not sold or bought. I may be wrong, but don't have time to check it now. Anyway, the difference is minuscule, as the SEBL and BRCM numbers on the web site are insignificantly different than originally in the SI portfolio. Of course, we do not know for sure what number of shares, particularly of acquired companies, has been sold, if any. If anyone sees a mistake, or has a comment, please let me know. Also, I apologize for the delay as I know some of you are tracking the holdings. I intended to get to this before now but simply got swamped with other obligations. * I am still long LDP, and still hold the core position I established in LDP at the beginning of the year. In my view, the company has a sound business model, the VC arm will continue to successfully invest in private equity, and the company will continue to experience overall growth. To a certain degree this is self-evident as LDP has performed relatively well this year even in the midst of a dreadful technology and IPO market. Good luck to everyone. * BTW, anyone interested in reading the actual pleadings filed in the lawsuits related to the election can find them here: news.findlaw.com