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To: Susan Saline who wrote (2087)	1/31/1998 5:14:00 PM
From: Sergio H	Read Replies (3) \| Respond to of 2377

Susan, SWAT does not retain a portfolio nor do we have current picks. Once in a while we get together and do a report. Otherwise we just discuss stocks that anybody brings up. Lately, we've been trying to explain to Jeff that we're above board and not doing much stock discussion on this thread. SWAT has reported on IBAH, VVID, GTAX and FIBR. We have also discussed hundreds of stocks. Any stocks that you want to share with us Sue ? Sergio

To: Susan Saline who wrote (2087)	1/31/1998 6:19:00 PM
From: David Smith	Read Replies (2) \| Respond to of 2377

Susan: This and the associated threads no longer keep a record of recommendations and subsequent profit/loss. Several months ago a portfolio was created and updated every few days, but that stopped after a few weeks. If you are interested in aggregate performance, you have to go back and research each pick as it was presented. Since the only logical, accurate way to evaluate performance is indeed to track profit and loss, I recently did that with about a half dozen past recommendations. While by no means complete, the results do give one a sense of the thread's methodology and orientation. The results are contained in post #2015 on this thread.