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To: RWReeves who wrote (731)	2/6/2004 12:09:19 AM
From: RWReeves	Respond to of 743

Bought 2000 of SUPG and 2000 of CTIC at the close for $36,700. Will close out the original SUPG/CTIC positions from way back in the next few days (1 share placemarks). Will sell and remove VVUS and XOMA in the next few days also; don't see any highly positive drivers here. TTP still considering. Will add a new position in STEM shortly at the close. About $20K. RWR

To: RWReeves who wrote (731)	2/12/2004 12:04:36 AM
From: RWReeves	Read Replies (1) \| Respond to of 743

Selling 3K shares of ARIA at the close which we have held for a long time and is nearing 10 bagger status. +26,280 cash added. Selling 2500 shares of XOMA which is a near 2 bagger but took forever to get that out of it. I've watched the XOMA show for close on 20 years and could use a change. We collect $16,700 on that sale. Will be adding 10K ALT at tomorrow's close on the long term potential albeit short term problems. Trades around 2 and change at the moment. As soon as we hit 500K I am going to dump this portfolio and build a new one (with mostly the same positions) but one that has a starting value that works right providing SI still supports quote feeds at that time. RWR