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Strategies & Market Trends : Z PORTFOLIO

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To: Ron McKinnon who wrote (2850)	6/24/1999 8:40:00 PM
From: Ron McKinnon	Read Replies (2) of 11568

6/24 CLOSED ATHY 6/2 ron 2000 11.6250 23250 6/23 14.0000 28000 4750 -15 4735 20% CUST 6/22 ron 500 -49.0000 -24500 6/24 -44.5000 -22250 2250 -15 2235 11% INKT 6/17 ron 500 -118.0000 -59000 6/23 -111.0000 -55500 3500 -15 3485 4% TERN 6/18 ron 1000 -46.2500 -46250 6/24 -45.5000 -45500 750 -15 735 -10% TERN 6/16 ron 1000 -44.7500 -44750 6/24 -45.5000 -45500 -750 -15 -765 -14% YHOO 6/17 ron 500 -149.0000 -74500 6/23 -152.0000 -76000 -1500 -15 -1515 -2% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold COMS 6/21 larry 2000 30.0000 60000 26.5000 53000 -7000 -15 -7015 -12% CPQ 6/7+9 sue 2000 22.9537 45907 22.6875 45375 -532 -15 -547 -1% CURE 4/8+12 dan 8000 6.6250 53000 5.8125 46500 -6500 -15 -6515 -12% CUST 6/22 ron 500 -42.0000 -21000 -46.6875 -23344 -2344 -15 -2359 -11% DELL 5/24 sue 2000 36.1250 72250 38.1250 76250 4000 -15 3985 6% GBLX 6/8 larry 1000 50.6250 50625 45.9375 45938 -4688 -15 -4703 -9% GUMM var dan 5000 11.4126 57063 9.8750 49375 -7688 -15 -7703 -13% IATV 5/26 dan 1500 12.7500 19125 11.6250 17438 -1688 -15 -1703 -9% IINT 5/25 dan 5000 4.0000 20000 4.1563 20781 781 -15 766 4% LUV 5/21 larry 2000 30.0000 60000 32.1250 64250 4250 -15 4235 7% MSFT 6/9 larry 1000 82.2500 82250 84.6250 84625 2375 -15 2360 3% NEON 6/16 sue 500 37.2500 18625 39.6875 19844 1219 -15 1204 6% TJOB 6/15+23 ron 10000 5.9063 59063 6.0313 60313 1250 -15 1235 2% TWX 4/19 larry 600 64.3750 38625 66.1875 39713 1088 -15 1073 3% * * * * * 615533 600056 -15477 -210 -15687 -3% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 422481 Less Holdings at Cost 615533 Equals Cash Balance 306948 Plus Holdings At Present Price 600056 Equals Total Portfolio Balance 907004 Portfolio Change YTD 81.40%

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