12 month

01/05/2001

12/29/2000

%

Buy At

Target

ACRU

2.00

2.5

-20.00%

hold

CEI

22.81

22.25

2.52%

< 21 1/2

35

CPQ

16.67

15.05

10.76%

hold

DELL

19.00

17.44

8.94%

hold

DSGX

18.78

24

-21.75%

hold

GNSS

9.94

9.25

7.46%

< 9

35

GTW

19.46

17.99

8.17%

< 15

HIL

4.88

3.88

25.77%

hold

IBM

94.00

85

10.59%

hold

225

ICOS

45.94

51.94

-11.55%

hold

125

IDPH

155.06

189.56

-18.20%

hold

350

IMNX

36.38

40.62

-10.44%

hold

100

INHL

38.56

50.5

-23.64%

hold

175

INSP

8.59

8.84

-2.83%

hold

INTC

32.06

30.06

6.65%

< 30

105

IOM

4.05

3.35

20.90%

hold

IUSA

2.56

3.38

-24.26%

hold

LTBG

13.81

13.12

5.26%

hold

MOT

21.19

20.25

4.64%

hold

55

MRK

83.31

93.62

-11.01%

< 80

175

MYGN

59.00

82.75

-28.70%

hold

159

ORCL

30.12

29.06

3.65%

hold

75

PFE

42.38

46

-7.87%

< 40

95

QCOM

73.06

82.19

-11.11%

hold

SUNW

28.00

27.88

0.43%

< 26

118

TQNT

42.00

43.69

-3.87%

hold

VOD

35.88

35.81

0.20%

< 35

75

WCOM

18.44

14.06

31.15%

hold

72

WM

46.69

53.06

-12.01%

< 45

75

LIKE

01/05/2001

12/29/2000

%

Buy At

Target

AOL

41.29

34.8

18.65%

hold

95

ARBA

34.06

53.62

-36.48%

hold

BMCS

21.81

14

55.79%

hold

CA

23.44

19.5

20.21%

hold

COST

41.31

39.94

3.43%

< 40

CRXA

21.38

27.88

-23.31%

< 20

CSCO

36.62

38.25

-4.26%

< 34

125

CTXS

26.69

22.5

18.62%

hold

DIGX

22.5

22.5

0.00%

hold

EMC

64.38

66.5

-3.19%

< 55

125

GLW

50.12

52.81

-5.09%

< 48

175

NOK

42.31

43.5

-2.74%

hold

135

PTEC

13

13.47

-3.49%

hold

45

RBAK

36.19

41

-11.73%

< 35 1/2

RSTA

13.12

16

-18.00%

hold

SBUX

41.75

44.25

-5.65%

hold

75

SCI

27.25

26.38

3.30%

hold

SSTI

13.12

11.81

11.09%

hold

TGEN

8.38

6.69

25.26%

hold

25

TXCC

31.5

39.12

-19.48%

hold

75

XOXO

22

17.81

23.53%

hold

75

YHOO

28.5

30.06

-5.19%

hold

100

Tracking

01/05/2001

12/29/2000

%

Buy At

Target

ACRT

19.62

22.06

-11.06%

hold

AKAM

19.44

21.06

-7.69%

hold

55

AMCC

63.5

75.03

-15.37%

< 57

150

AREM

38.50

42.69

-9.81%

hold

BELFB

33.81

34

-0.56%

hold

145

BRCD

79.94

91.81

-12.93%

hold

CHCS

28.88

20.88

38.31%

hold

CORV

15.50

23.81

-34.90%

hold

58

CRYS

7.12

7.25

-1.79%

hold

EXTR

36.06

39.12

-7.82%

hold

225

GALT

14.62

13.5

8.30%

hold

GPS

27.50

25.5

7.84%

hold

53 3/4

GSPN

24.75

27.5

-10.00%

< 20

105

ISLD

4.06

4.06

0.00%

hold

ITWO

40.75

54.38

-25.06%

< 33

135

JDSU

42.12

41.69

1.03%

hold

JNPR

109.81

126.06

-12.89%

hold

275

KO

57.69

60.94

-5.33%

< 55

85

MCOM

10.88

10.06

8.15%

< 10

45

MDT

53.69

60.38

-11.08%

< 51

82

MFNX

13.12

10.12

29.64%

hold

50

MMM

114.56

120.5

-4.93%

hold

215

MRCY

42

46.44

-9.56%

< 40

100

Q

43.56

40.88

6.56%

hold

125

RFMD

22.38

27.44

-18.44%

hold

100

SBC

50

47.75

4.71%

hold

125

TLAB

59.19

56.5

4.76%

hold

VTSS

48.75

55.31

-11.86%

< 45

145

XLNX

49.94

46.12

8.28%

< 45

98