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To: Herring who wrote (19246)	9/30/1998 2:49:00 PM
From: Jan Crawley	Read Replies (3) \| Respond to of 164684

DT ??

To: Herring who wrote (19246)	10/1/1998 12:13:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Here enjoy: PORTFOLIO RETURN Return since Company purchase Purchase Date Purchase Price FORE -9.52 % 03/21/97 18.375 CSCO 25.51 % 03/21/97 49.25 COMS -9.25 % 03/21/97 33.125 IOM -75.00 % 03/21/97 15 ASND 3.41 % 04/10/97 44.00 XYLN -17.19 % 04/10/97 16 INTC -34.04 % 04/15/97 130 WDC -79.33 % 05/25/97 52 APM -82.29 % 05/26/97 24 NKE -34.26 % 05/25/97 56 PAIR -54.86 % 07/03/97 18 AMZN 22.66 % 05/02/98 91 RMBS 42.22 % 05/04/98 45 CIEN -73.98 % 05/04/98 55 AOL 37.81 % 05/03/98 81 MRVC -11.61 % 09/21/98 7 DELL 9.58 % 09/22/98 60 YHOO 29.50 % 09/22/98 100 XYLN 20.45 % 09/22/98 11 AOL 21.33 % 09/22/98 92 ESTIMATE REVISIONS: AMZN: NATNBK MONT.SEC decreased estimate for fiscal year ending 12/98 from $-0.99 to $-2.07 on 09/29/98 AMZN: NATNBK MONT.SEC decreased estimate for fiscal year ending 12/99 from $-1.05 to $-2.32 on 09/29/98 AMZN: NATNBK MONT.SEC decreased estimate for quarter ending 09/98 from $-0.34 to $-0.73 on 09/29/98 AMZN: NATNBK MONT.SEC has reiterated estimate for long term EPS growth of 50.00% per year on 09/29/98 AOL: PRUDENTIAL SEC. increased estimate for quarter ending 09/98 from $0.19 to $0.24 on 09/28/98 AOL: PRUDENTIAL SEC. increased estimate for quarter ending 12/98 from $0.21 to $0.26 on 09/28/98 AOL: WILLIAM BLAIR increased estimate for fiscal year ending 06/99 from $1.01 to $1.02 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 03/99 from $0.25 to $0.26 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 06/99 from $0.29 to $0.30 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 09/98 from $0.22 to $0.23 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 09/99 from $0.32 to $0.33 on 09/30/98 AOL: PRUDENTIAL SEC. increased estimate for quarter ending 09/98 from $0.19 to $0.24 on 09/28/98 AOL: PRUDENTIAL SEC. increased estimate for quarter ending 12/98 from $0.21 to $0.26 on 09/28/98 AOL: WILLIAM BLAIR increased estimate for fiscal year ending 06/99 from $1.01 to $1.02 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 03/99 from $0.25 to $0.26 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 06/99 from $0.29 to $0.30 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 09/98 from $0.22 to $0.23 on 09/30/98 AOL: WILLIAM BLAIR increased estimate for quarter ending 09/99 from $0.32 to $0.33 on 09/30/98 ASND: JOSEPHTHAL & CO decreased estimate for fiscal year ending 12/98 from $1.33 to $1.22 on 09/10/98 ASND: JOSEPHTHAL & CO decreased estimate for fiscal year ending 12/99 from $1.72 to $1.62 on 09/10/98 ASND: JOSEPHTHAL & CO decreased estimate for quarter ending 09/98 from $0.34 to $0.32 on 09/10/98 ASND: JOSEPHTHAL & CO decreased estimate for quarter ending 12/98 from $0.39 to $0.35 on 09/10/98 ASND: JOSEPHTHAL & CO has reiterated estimate for long term EPS growth of 50.00% per year on 09/10/98 ASND: JOSEPHTHAL & CO made new estimate for quarter ending 03/99 of $0.36 on 09/10/98 ASND: JOSEPHTHAL & CO made new estimate for quarter ending 06/99 of $0.39 on 09/10/98 ASND: JOSEPHTHAL & CO made new estimate for quarter ending 09/99 of $0.42 on 09/10/98 ASND: JOSEPHTHAL & CO made new estimate for quarter ending 12/99 of $0.45 on 09/10/98 CIEN: NATNBK MONT.SEC decreased estimate for quarter ending 10/98 from $-0.03 to $-0.04 on 09/29/98 COMS: JOSEPHTHAL & CO has reiterated estimate for long term EPS growth of 40.00% per year on 09/10/98 DELL: NATNBK MONT.SEC decreased estimate for fiscal year ending 01/99 from $1.07 to $1.06 on 09/29/98 DELL: SANDS BROTHERS made new estimate for quarter ending 04/99 of $0.33 on 09/28/98 DELL: SANDS BROTHERS made new estimate for quarter ending 07/99 of $0.37 on 09/28/98 DELL: SANDS BROTHERS made new estimate for quarter ending 10/99 of $0.38 on 09/28/98 FORE: JOSEPHTHAL & CO has reiterated estimate for long term EPS growth of 40.00% per year on 09/10/98 FORE: JOSEPHTHAL & CO increased estimate for fiscal year ending 03/99 from $0.61 to $0.64 on 09/10/98 FORE: JOSEPHTHAL & CO made new estimate for quarter ending 03/99 of $0.19 on 09/10/98 FORE: JOSEPHTHAL & CO made new estimate for quarter ending 09/98 of $0.15 on 09/10/98 FORE: JOSEPHTHAL & CO made new estimate for quarter ending 12/98 of $0.17 on 09/10/98 FORE: NATNBK MONT.SEC decreased estimate for fiscal year ending 03/99 from $0.66 to $0.63 on 09/30/98 FORE: NATNBK MONT.SEC decreased estimate for quarter ending 09/98 from $0.15 to $0.14 on 09/30/98 FORE: NATNBK MONT.SEC has reiterated estimate for long term EPS growth of 40.00% per year on 09/30/98 INTC: JOSEPHTHAL & CO has reiterated estimate for long term EPS growth of 20.00% per year on 09/10/98 INTC: JOSEPHTHAL & CO made new estimate for quarter ending 03/99 of $0.80 on 09/10/98 INTC: JOSEPHTHAL & CO made new estimate for quarter ending 06/99 of $0.85 on 09/10/98 INTC: JOSEPHTHAL & CO made new estimate for quarter ending 09/99 of $0.95 on 09/10/98 INTC: JOSEPHTHAL & CO made new estimate for quarter ending 12/99 of $1.00 on 09/10/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 03/99 of $0.25 on 09/14/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 06/99 of $0.26 on 09/14/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 09/99 of $0.28 on 09/14/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 12/99 of $0.31 on 09/14/98 XYLN: VAN KASPER & CO increased estimate for quarter ending 12/98 from $0.22 to $0.23 on 09/14/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 03/99 of $0.25 on 09/14/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 06/99 of $0.26 on 09/14/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 09/99 of $0.28 on 09/14/98 XYLN: VAN KASPER & CO has reiterated estimate for quarter ending 12/99 of $0.31 on 09/14/98 XYLN: VAN KASPER & CO increased estimate for quarter ending 12/98 from $0.22 to $0.23 on 09/14/98 YHOO: SG COWEN SECUR. made new estimate for fiscal year ending 12/98 of $0.33 on 09/29/98 YHOO: SG COWEN SECUR. made new estimate for fiscal year ending 12/99 of $0.48 on 09/29/98 YHOO: SG COWEN SECUR. made new estimate for quarter ending 03/99 of $0.10 on 09/29/98 YHOO: SG COWEN SECUR. made new estimate for quarter ending 06/99 of $0.11 on 09/29/98 YHOO: SG COWEN SECUR. made new estimate for quarter ending 09/98 of $0.10 on 09/29/98 YHOO: SG COWEN SECUR. made new estimate for quarter ending 09/99 of $0.12 on 09/29/98 YHOO: SG COWEN SECUR. made new estimate for quarter ending 12/98 of $0.11 on 09/29/98 YHOO: SG COWEN SECUR. made new estimate for quarter ending 12/99 of $0.15 on 09/29/98 RECOMMENDATION CHANGES: COMS: JOSEPHTHAL & CO reconfirms the recommendation as Strong Buy on 09/10/98 CSCO: JOSEPHTHAL & CO reconfirms the recommendation as Strong Buy on 09/10/98 INTC: SOUNDVIEW TECHN changed recommendation from Moderate Buy to Strong Buy on 09/28/98 EPS SURPRISES: No events NEWSBYTES HEADLINES: (Note: Full text stories will follow this portfolio report) AMZN: **AMAZON.COM TEMPORARILY CLOSED - 09/30/98 AOL: AMERICA ONLINE SHARES TANK AFTER HUGE BLOCK TRADE - 09/30/98 AOL: **AMERICA ONLINE SHARES TANK AFTER HUGE BLOCK TRADE - 09/30/98 CSCO: INTERNET2 ABILENE DEMO'D - 09/30/98 INTC: INTEL ENHANCES ACCESS ROUTERS - 09/30/98 DIVIDENDS DECLARED: No events EXPECTED EARNINGS REPORT DATE: No events