Z PORTFOLIO Message Board

Z PORTFOLIO
Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's
Bought Shares Port $ $ % Held Change

ALLR 9/18 chrtser 1000 10.875 10875 0.5% 8.500 8500 -2375 -22% 11 -0.188
AMES 7/26 ron 5000 6.235 31175 1.9% 5.781 28906 -2269 -7% 63 0.125
AMES 9/21 ron 5000 6.125 30625 1.9% 5.781 28906 -1719 -6% 8 0.125
AMES 9/22 ron 5000 5.688 28438 1.9% 5.781 28906 469 2% 7 0.125
ANAD 7/19 kelvin 1000 40.125 40125 1.4% 22.125 22125 -18000 -45% 70 1.063
ANAD 9/15 kelvin 1000 24.563 24563 1.4% 22.125 22125 -2438 -10% 14 1.063
ANAD 9/26 sue 2000 21.250 42500 2.8% 22.125 44250 1750 4% 3 1.063
AVX 9/21 paul m 1000 28.750 28750 1.7% 26.063 26063 -2688 -9% 8 -0.688
BVSN 9/5 sue 2000 37.813 75625 3.3% 25.688 51375 -24250 -32% 24 -2.125
CD 9/28 larry 4000 11.125 44500 2.8% 10.875 43500 -1000 -2% 1 -0.375
CELL 7/17 kelvin 5000 9.000 45000 1.6% 5.031 25156 -19844 -44% 72 -0.156
CELL 8/16 kelvin 3000 5.000 15000 1.0% 5.031 15094 94 1% 43 -0.156
CMTN 9/28 ron 500 38.000 19000 1.2% 37.500 18750 -250 -1% 1 -2.688
DELL 9/13 paul z 1000 37.250 37250 2.0% 30.813 30813 -6438 -17% 16 -2.625
FJ 8/23 chrtser 800 32.000 25600 1.6% 30.563 24450 -1150 -4% 36 -0.188
FNV 7/27 ron 2000 10.500 21000 0.9% 7.250 14500 -6500 -31% 62 0.563
FNV 8/15 ron 2000 9.188 18375 0.9% 7.250 14500 -3875 -21% 44 0.563
FNV 8/16 ron 2000 8.000 16000 0.9% 7.250 14500 -1500 -9% 43 0.563
FNV 8/24 ron 2000 6.500 13000 0.9% 7.250 14500 1500 12% 35 0.563
GUMM var dan 10000 13.678 136775 11.0% 17.063 170625 33850 25% 0.938
IBI 9/28 dan 2000 19.125 38250 2.4% 18.688 37375 -875 -2% 1 -0.938
IFMX 9/22 dan 8000 4.375 35000 2.1% 4.125 33000 -2000 -6% 7 0.000
INCY 2/10 john s 200 85.000 17000 0.5% 41.125 8225 -8775 -52% 229 -2.313
INTV 4/19 dan 2000 16.500 33000 1.3% 10.500 21000 -12000 -36% 160 -0.063
INTV 9/22 dan 2000 10.500 21000 1.3% 10.500 21000 0 0% 7 -0.063
ISSI 9/26 kelvin 2000 19.375 38750 1.8% 14.188 28375 -10375 -27% 3 -4.188
KEY 9/27 larry 2000 25.188 50375 3.2% 25.313 50625 250 0% 2 -1.375
LIT 9/6 chrtser 500 41.625 20813 1.4% 44.688 22344 1531 7% 23 -0.563
LMG.A 5/12 larry 3000 22.031 66094 3.5% 18.063 54188 -11906 -18% 137 -0.750
LUMT 9/11 chrtser 1000 7.125 7125 0.2% 2.969 2969 -4156 -58% 18 -0.156
MLNM var john s 400 121.250 48500 3.7% 146.063 58425 9925 20% -10.922
MRVC 9/8 kelvin 500 63.125 31563 1.5% 45.313 22656 -8906 -28% 21 -3.125
MSFT 9/26 paul z 500 61.875 30938 1.9% 60.313 30156 -781 -3% 3 -1.000
MUEI 9/22 dan 2000 11.375 22750 1.2% 9.000 18000 -4750 -21% 7 -0.406
MUEI 9/27 dan 2000 10.000 20000 1.2% 9.000 18000 -2000 -10% 2 -0.406
NEON 7/13 john s 1000 36.000 36000 1.6% 24.328 24328 -11672 -32% 76 0.828
NEON 9/22 paul m 1000 25.250 25250 1.6% 24.328 24328 -922 -4% 7 0.828
PMS 8/23 chrtser 2000 13.000 26000 1.7% 13.375 26750 750 3% 36 0.063
PUMA 6/26 kelvin 1000 27.625 27625 1.3% 20.313 20313 -7313 -26% 93 -0.047
PUMA 6/30 kelvin 1000 25.625 25625 1.3% 20.313 20313 -5313 -21% 89 -0.047
QLGC 9/29 paul m 200 88.625 17725 1.1% 88.000 17600 -125 -1% 0 -5.875
RAD 8/14 dan 8000 4.500 36000 2.1% 4.000 32000 -4000 -11% 45 -0.250
RMDY 7/28 ron 2000 20.500 41000 2.4% 18.875 37750 -3250 -8% 61 -0.625
SBC 9/8 chrtser 500 43.750 21875 1.6% 49.875 24938 3063 14% 21 0.188
SHLL 1/14 rick 15000 2.250 33750 1.2% 1.250 18750 -15000 -44% 255 -0.063
SKS 9/28 ron 4000 9.250 37000 2.5% 9.875 39500 2500 7% 1 0.688
SMTC 8/25 kelvin 1000 54.719 54719 2.8% 43.125 43125 -11594 -21% 34 -5.984
SRV 5/22 bill 6000 3.250 19500 0.9% 2.438 14625 -4875 -25% 127 -0.250
SRV 7/14 bill 6000 2.875 17250 0.9% 2.438 14625 -2625 -15% 75 -0.250
SRV 9/13 bill 6000 2.500 15000 0.9% 2.438 14625 -375 -3% 16 -0.250
TRAC 5/11 sue 5000 1.813 9063 0.4% 1.313 6563 -2500 -28% 138 0.094
*** *** *** *** *** 1628713 93.3% 1454013 -174700 -11% 46.0

Portfolio Summary

Beg Balance 1/1/00 1319059
Plus Gains Realized 413812
Less Holdings at Cost 1628713
Equals Cash Balance 104159 6.7%
Plus Holdings At Close 1454013
Portfolio Balance 1558171

Portfolio Change YTD 18.13%

Beg Balance 1/1/99 500000
Change since 1/1/99 211.63%

YTD Change in Market Indices
DJIA -7.36%
Nasdaq -9.74%
S&P 500 -2.23%
Russell 2000 +3.29%