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To: Crossy who wrote (2284)	6/17/2003 3:57:09 PM
From: Sergio H	Respond to of 23958

Crossy, good timing. You caught the Asian Monsoon. From Briefing.com: 11:57AM Traders catch the Asian contagion : Foreign internet stocks are continuing their torrid gains of the past few sessions, with the usual suspects leading the pack: IIJI +60%, CHINA +28%, REDF +21%, EWEB +21%, PCNTF +16%, IGLD +16%, and ASIA +10%. In fact, traders seem to be bidding up almost any stock with operations in Asia or India... The top percentage gainer of the day is Hong Kong-based toiler paper maker DF China Tech (DFCT 1.63 +1.16), which has soared 247% on about 8,000x avg volume. Also moving are noodle maker New Dragon Asia (NWD +33%) and diesel engine manufacturer China Yuchai (CYD +15%). Possibly a little more intriguing to those looking for secondary plays are APT Satellite (ATS +28%), a provider of satellite services througout China that is expected to earn $0.13 this yr and $0.17 next year; Hong Kong-based telecom/Internet co City Telecom (CTEL +12%); and Indian Internet access provider Sify Ltd (SIFY +10%).

To: Crossy who wrote (2284)	6/27/2003 7:31:32 PM
From: Sergio H	Read Replies (1) \| Respond to of 23958

Crossy, I was updating my fund at Marketocracy and came accross your fund among the leaders. Congratulations on your fund's performance. I am taking the liberty of posting a link to your stats: marketocracy.com Next week, when this quarter ends, look for the Amigo Fund to join the leaders. My fund has been a laggard over the past year but over the last three months has vastly improved and outpaced most other funds.... without a single change in the portfolio over the last four months. Several of my long term holds including IFLO, SCLL, WDC, DWYR, QADI, NRIM, CHDX and FDP have improved my returns and placed the Amigo Fund in the top 5 percentile for each of the time periods measured by Marketocracy ranging from 1 month to 2 years. I was wondering if individual Marketocracy fund holdings and trade activity can be viewed by the public? Kudos on your excellent performance.