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To: Mr. Aloha who wrote (5380)	1/17/2001 10:08:22 PM
From: zx	Respond to of 19633

daily update siliconinvestor.com zx, you can find them here for occasional update with comparison to major indices and names of stock pickers: Subject 50527 or here for daily update (no comparison to market or names) siliconinvestor.com siliconinvestor.com

To: Mr. Aloha who wrote (5380)	1/17/2001 11:06:21 PM
From: Tom Hua	Read Replies (2) \| Respond to of 19633

Mr. Aloha, ENGA helps lift the long portfolio to a 43% YTD gain, congrats on your pick. You can make up to 4 trades a year per portfolio. Proceeds from the sale of a pick will stay as cash until you decide to put it to work in the same portfolio. If an exchange notice is given before the close, closing price of the same day will be used, otherwise, it'll be the next day. So we'll "sell" ENGA at tomorrow's closing price. Your initial investment was $10k, please make a note of your proceeds from the sell tomorrow for future use. Rutgers' spreadsheets take into account cash on hand, but I don't know how to recognize cash with SI portfolios. Any idea, anyone? Regards, Tom