Corvis Corporation (CORV) [SELL report]
Corvis stock opened the week closing up 6.8% at $3.00. The stock made a new 52-week high of $3.07. Trading volume was 19.6 million shares versus a daily average volume of 9.8 million. Sold 6.7% of our CORV shares for portfolio adjustment.
   SOLD    CORV   3.01     01/20/2004

   avg. cost per share fell to $1.11
The shares sold were purchased at $0.77 per share one year ago for a 291% gain.
Lucent Technologies (LU)
Lucent Technologies reported quarterly financial results early in the week and the stock fell 6.9% on Wednesday and was down another is down almost 8% during early trading on Thursday.
Marimba (MRBA)
Marimba opened the week making a new 52-week high of $6.80, but the stock ended the day down 6%1 at $6.33.
Opsware (OPSW) [SELL report]
Sold 2.5% of our Opsware shares for portfolio adjustment.
   SOLD    OPSW   9.00     01/20/2004

   avg. cost per share fell to $1.02
The shares sold were purchased $1.99 during late-July of 2001 for a three-year gain of 352%.
Spire Corp.(SPIR) [BUY report]
   BOUGHT    SPIR   5.12     01/21/2004

   initial position
Viisage Technology (VISG)
Viisage Technology opened the week closing up 12.2% on a 400% increase in average daily trading volume (593,220 shares versus 115,272). The stock is still 17% below its 52-week high.

Author: Gerald D. Thurman [gdt@deru.com]
Created: 23 January 2004