Nothing but home runs--so far

                                             INVESTMENT   TOTAL RETURNS
COMPANY              DESCRIPTION              (millions)    (millions)

STORAGENETWORKS      Data-storage utility       $12.4        $706.3*
                     company. Went public
                     on June 30

VIGNETTE             Leading maker of on-         3.2         628.3
                     line content manage-
                     ment software. Went
                     public in 1999

TRADEX TECHNOLOGIES  Internet B2B market          4.0         343.1
                     maker. Acquired by
                     Ariba in March

OCTANE SOFTWARE      Internet relationship        9.0         176.6
                     software firm. Merged
                     with E.piphany in May

ISS GROUP            Internet security soft-      2.9          90.6
                     ware company. Went
                     public in 1998

VERSATA              E-business software          8.6          72.2*
                     firm. Went public in
                     March


* BASED ON CURRENT VALUATIONS

DATA: SIGMA PARTNERS, BUSINESS WEEK