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To: Carl R. who wrote (7311)	6/25/2001 1:02:14 AM
From: stock leader	Respond to of 8925

here's a list of cash-rich dotcoms and those with an asterick are the ones being booted from r2000. BFRE, EPRS, VNWI, and VCNT seem to be the best bets for nice pops in july/august.... 'Net Cash While most of the stocks in the once glorious Internet sector are struggling to stay afloat, the 70 listed below trade at less than the value of the cash on their balance sheets. And none, it's worth noting, carry any long-term debt. Price Cash/Share Market Value Total Cash Rank Company Symbol 6/1 3/31 6/1 (Mils.) 3/31 (Mils.) Discount 1 Snowball.com SNOW $0.29 $1.85 $3.4 $22.0 84.3% 2 Aptimus APTM 0.28 1.48 3.5 18.7 81.1 3 Calico Commerce* CLIC 0.31 1.20 10.9 42.3 74.1 4 Promotions.com PRMO 0.28 1.06 4.0 15.3 73.5 5 Eprise* EPRS 0.79 2.60 18.8 61.9 69.7 6 ImproveNet IMPV 0.37 1.21 6.7 22.1 69.6 7 E-Stamp ESTM 0.16 0.50 6.1 18.9 67.9 8 El Sitio LCTO 0.43 1.06 18.9 46.6 59.5 9 Network Commerce* NWKC 0.15 0.34 11.6 26.3 56.0 10 Via Net.works* VNWI 1.50 3.41 91.3 207.5 56.0 11 Liveworld LVWD 0.18 0.37 4.5 9.4 51.7 12 Liquid Audio LQID 2.54 5.09 56.6 114.8 50.7 13 Scient SCNT 1.09 2.17 80.8 161.1 49.8 14 Opus360* OPUS 0.25 0.49 12.4 24.1 48.6 15 knot KNOT 0.48 0.93 7.1 13.7 48.4 16 Integrated Information IISX 0.98 1.85 19.9 37.5 46.9 17 Viant* VIAN 1.82 3.42 91.4 171.8 46.8 18 NetPerceptions* NETP 1.75 3.23 47.3 87.3 45.8 19 Tut Systems* TUTS 2.66 4.71 43.3 76.6 43.5 20 Be Free* BFRE 1.25 2.21 83.6 147.8 43.5 21 Telemate.Net Software TMNT 1.65 2.78 15.2 25.6 40.6 22 Artistdirect ARTD 0.78 1.30 29.5 49.3 40.1 23 Vicinity* VCNT 1.98 3.29 56.5 93.8 39.8 24 Loudeye Tech.* LOUD 1.22 2.00 50.6 83.1 39.1 25 Avenue A* AVEA 1.32 2.14 76.7 124.5 38.4 26 iPrint.com IPRT 0.47 0.76 14.1 22.8 37.8 27 Delano Tech DTEC 0.60 0.95 22.2 35.4 37.1 28 Webvan Group WBVN 0.15 0.24 72.2 114.6 37.0 29 Vyyo* VYYO 1.80 2.82 66.4 104.1 36.2 30 LifeMinders.com* LFMN 1.49 2.31 38.7 60.1 35.6 31 Log On America LOAX 0.45 0.69 4.0 6.0 34.4 32 NetZero* NZRO 0.85 1.28 106.5 160.6 33.7 33 MyPoints.com* MYPT 1.60 2.41 65.2 98.2 33.6 34 drugstore.com* DSCM 1.15 1.71 76.3 113.8 32.9 35 ONVIA.com* ONVI 0.89 1.32 80.1 118.6 32.5 36 Digital Impact* DIGI $1.70 2.51 46.2 68.1 32.2% 37 Lante* LNTE 1.25 1.82 50.4 73.2 31.2 38 Stamps.com STMP 2.99 4.24 150.2 213.1 29.5 39 VantageMed VMDC 1.08 1.51 9.3 13.0 28.4 40 i3 Mobile IIIM 2.44 3.39 55.7 77.4 28.1 41 Jupiter Media Metrix* JMXI 1.51 2.10 53.5 74.3 28.0 42 WorldQuest WQNI 3.08 4.25 19.7 27.1 27.5 43 PartsBase.com PRTS 1.40 1.90 19.9 27.1 26.4 44 CyberSource* CYBS 1.67 2.27 58.9 80.0 26.3 45 Preview Systems* PRVW 3.06 4.08 53.0 70.7 25.0 46 HearMe.com HEAR 0.55 0.70 16.0 20.3 21.0 47 LivePerson* LPSN 0.31 0.39 10.5 13.2 20.3 48 Organic* OGNC 0.40 0.49 35.6 43.7 18.6 49 SilverStream Software* SSSW 6.30 7.72 137.5 168.5 18.4 50 Theglobe.com TGLO 0.24 0.29 7.3 8.8 17.4 51 TheStreet.com TSCM 1.74 2.10 48.4 58.5 17.3 52 Niku* NIKU 1.32 1.58 101.3 121.6 16.7 53 InsWeb INSW 0.92 1.10 38.9 46.6 16.4 54 Mediaplex* MPLX 0.80 0.95 28.8 34.0 15.4 55 L90, Inc. LNTY 2.44 2.87 58.6 68.8 14.9 56 Versata* VATA 1.09 1.27 45.2 52.8 14.4 57 EarthWeb EWBX 3.03 3.49 31.9 36.7 13.2 58 Marimba* MRBA 2.24 2.55 53.4 60.9 12.3 59 High Speed Access* HSAC 1.37 1.56 80.6 91.7 12.1 60 AutoWeb.com AWEB 0.40 0.45 11.8 13.2 10.5 61 CareScience CARE 1.80 2.00 23.4 26.1 10.1 62 ValueClick* VCLK 3.04 3.34 110.8 121.9 9.1 63 eBenX* EBNX 3.46 3.75 68.3 74.0 7.7 64 ITXC ITXC 3.71 4.00 166.8 179.7 7.2 65 Persistence Software* PRSW 0.70 0.74 14.0 14.8 5.7 66 Cysive* CYSV 3.26 3.40 96.6 100.8 4.1 67 SciQuest* SQST 1.61 1.68 46.4 48.4 4.1 68 DSL.net* DSLN 0.82 0.84 53.1 54.3 2.1 69 FastNet FSST 0.95 0.96 17.1 17.3 1.3 70 HealthGate Data HGAT 0.73 0.73 13.1 13.2 0.6 * Preliminary Russell 2000 deletion. Source: Pegasus Research International, Guzman & Co.

To: Carl R. who wrote (7311)	7/2/2001 1:04:27 AM
From: Carl R.	Respond to of 8925

If I take that list of stocks that were on the borderline and divide it into four groups, we find some interesting returns for Friday: 1. Those slated for addition that made it - avg return Friday, 12.44% Includes, LDCL, LSBC, INKP, TSIC, PTIX, COBZ, USPH, IMSC 2. Those to be added that didn't - avg return Friday, -1.59% (OGLE, PORT, MSS, PIII) 3. Those to be subtracted that held off fate - avg return Friday -.83% GAIA, SSSW, HYC, PRDS 4.Those that were scheduled for subtraction that will be subtracted -avg return Friday -2.91% WPZ, TEN, ARDM, JWL, OWC, FIX So, could you have traded this? If you took only the stocks that had been perched on the borderline, but which looked like sure things on Thursday, you would have bought IMSC, USPH, COBZ, LDCL, and BELM for an average return of 10.82%. I think I'll trade this next June 30. Next up, a test of the theory that stocks booted from the index outperform in July. Carl