Company of our investment

Price paid Jan 1, 1998

Highest price since picked

Price on Aug 13

Price on Aug 27

Highest % gain since picked

Cum % gain on Aug 13 1999

Cum % gain on Aug 27, 1999

Points gained between Aug 13 & Aug 27

Filings with the SEC

Cisco

 18.58

 70.31

 63.56

 68.50

 278%

 242%

 269%

27pts

Research

Dell

 10.50

 55.00

 41.44

47.06 

 424%

 295%

 348%

54pts

Research

Microsoft

 32.31

100.75

 81.69

 93.25

 212%

 153%

 189%

36pts

Research

Nokia

 17.05

 99.38

 85.76

83.81 

 483%

 403%

 392%

(11pts)

Research

Total portfolio

78.44

325.44

272.45

292.62

315%

247%

273%

26pts