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To: Bill Harmond who wrote (8908)	9/30/2001 9:47:34 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 57684

I have changed almost nothing. The recent decline in the equity of the account was the drop in SONS. Pretty much everything else stayed the same. SONS just fell much later and placed equity to margin ratio very close is all. I can't get excited about Ariba. It may be more due to the lack of coverage or too much uncertainty. I really like Akamai and believe the current times are right for them to benefit. I just do not have anything I want to sell or trim either. My positions are very closely balanced. Basically they all fell what can I say?