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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Ms. X who wrote (155)	5/4/1999 11:28:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 1316

Welcome aboard Jan. We'll add VCI to the portfolio at opening price in the morning. AS

To: Ms. X who wrote (155)	5/5/1999 11:01:00 AM
From: James Strauss	Read Replies (1) \| Respond to of 1316

VCI... Jan: A whole lot of X's here VCI... : > Jim

To: Ms. X who wrote (155)	5/8/1999 8:59:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 1316

VCI Jan, VCI is making some nice moves. For those not familiar with this Co.: It is very likely that this Co. put the coupons in your Sunday newspaper. VCI has been making some good decisions and they have some interesting developments planned. VCI took advantage of the lower cost of paper, improving their bottom line and using the cash to buy back their own stock. They are also improving their debt load and have recently obtained new financing with better terms. Earnings for 1q of 99 came in 36% better than the comparable quarter last year and just slightly higher than consensus estimates. And of course, the Co. also has an internet plans. They own 50% of a private company planning to offer coupons on the internet at many major web sites prior to the end of the year. AS

To: Ms. X who wrote (155)	5/12/1999 6:06:00 PM
From: Sergio H	Respond to of 1316

PORTFOLIO UPDATE techstocks.com finance.yahoo.com NOTE: VCI splits tomorrow. Future portfolio updates will reflect the split. OPEN POSITIONS 4/26/99 ADRN 7 4/26/99 ALSC 3 5/8 4/26/99 DSTR 2 21/32 4/26/99 DSTRW 21/32 4/26/99 MSGI 36 4/30/99 IBM (-) 208 1/2 5/3/99 VCI 58 5/6/99 SAH 15 1/8 5/6/99 EXDS 83 3/8 5/10/99 PQT (-) 11 5/10/99 RSC 16 15/16 5/11/99 MSEL 2 31/32 5/11/99 NTAH 1/3 5/11/99 IFLYW 2 7/16 5/12/99 WAVO 7 23/32 CLOSED POSITIONS 4/26/99 BEAM 16 1/6 CLOSED 4/27 + 3% 4/26/99 BIDS 11 1/8 CLOSED 4/26 + 69% 4/26/99 BIDS 11 1/8 CLOSED 4/27 + 74% 4/26/99 GTNR 4 1/16 CLOSED 4/27 - 6% 4/27/99 ELOT 6 3/16 CLOSED 4/27 + 40% 4/28/99 YORK 6 5/8 CLOSED 4/28 - 9% 4/26/99 YORK 5 7/16 CLOSED 4/29 + 11% 4/28/99 LCAV 6 3/4 CLOSED 4/29 + 13% 4/28/99 HAL 41 5/8 CLOSED 4/29 + 6% 4/30/99 SIEB 32 1/2 CLOSED 5/4 - 7% 5/3/99 GMGC 5 5/8 CLOSED 5/4/ + 4% 5/5/99 EGGS(-) 14 7/8 CLOSED 5/5 + 2% 4/26/99 DCLK 151 CLOSED 5/6 - 19% 4/28/99 AOL 150 CLOSED 5/6 - 20% 4/26/99 FOB 18 CLOSED 5/7 - 11% 5/3/99 ABOV 91 CLOSED 5/7 - 16% 4/30/99 THDO 6 3/8 CLOSED 5/10 + 5% 5/3/99 FLC 11 3/16 CLOSED 5/11 - 5% 4/29/99 ASTNW 3 15/16 CLOSED 5/11 + 80% 5/6/99 DEMP 8 7/8 CLOSED 5/12 - 2%