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% 7.000 7000 -3875 -36% 29 -0.094
AMES 7/26 ron 5000 6.235 31175 1.5% 3.906 19531 -11644 -37% 81 -0.094
AMES 9/21 ron 5000 6.125 30625 1.5% 3.906 19531 -11094 -36% 26 -0.094
AMES 9/22 ron 5000 5.688 28438 1.5% 3.906 19531 -8906 -31% 25 -0.094
ANAD 7/19 kelvin 1000 40.125 40125 1.4% 18.000 18000 -22125 -55% 88 -1.375
ANAD 9/15 kelvin 1000 24.563 24563 1.4% 18.000 18000 -6563 -27% 32 -1.375
AVX 9/21 paul m 1000 28.750 28750 1.9% 24.125 24125 -4625 -16% 26 -2.625
AVX 10/2 paul m 1000 25.125 25125 1.9% 24.125 24125 -1000 -4% 15 -2.625
CD 9/28 larry 4000 11.125 44500 2.8% 8.938 35750 -8750 -20% 19 -0.563
CELL 7/17 kelvin 5000 9.000 45000 2.0% 5.313 26563 -18438 -41% 90 0.000
CELL 8/16 kelvin 3000 5.000 15000 1.2% 5.313 15938 938 6% 61 0.000
DELL 9/13 paul z 1000 37.250 37250 1.9% 24.375 24375 -12875 -35% 34 -0.984
FJ 8/23 chrtser 800 32.000 25600 1.9% 30.688 24550 -1050 -4% 54 -0.313
FNV 7/27 ron 2000 10.500 21000 0.6% 4.063 8125 -12875 -61% 80 -0.750
FNV 8/15 ron 2000 9.188 18375 0.6% 4.063 8125 -10250 -56% 62 -0.750
FNV 8/16 ron 2000 8.000 16000 0.6% 4.063 8125 -7875 -49% 61 -0.750
FNV 8/24 ron 2000 6.500 13000 0.6% 4.063 8125 -4875 -38% 53 -0.750
GUMM var dan 10000 13.678 136775 11.9% 15.500 155000 18225 13% -0.625
IFMX 9/22 dan 8000 4.375 35000 2.4% 3.938 31500 -3500 -10% 25 -0.125
INCY 2/10 john s 200 85.000 17000 0.5% 29.375 5875 -11125 -65% 247 -1.688
INTV 4/19 dan 2000 16.500 33000 1.3% 8.625 17250 -15750 -48% 178 -0.375
INTV 9/22 dan 2000 10.500 21000 1.3% 8.625 17250 -3750 -18% 25 -0.375
ISSI 9/26 kelvin 2000 19.375 38750 1.8% 11.938 23875 -14875 -38% 21 -1.875
KEY 9/27 larry 2000 25.188 50375 3.5% 22.813 45625 -4750 -9% 20 -0.938
LIT 9/6 chrtser 500 41.625 20813 1.8% 45.563 22781 1969 9% 41 0.375
LMG.A 5/12 larry 3000 22.031 66094 3.4% 14.688 44063 -22031 -33% 155 -1.438
LUMT 9/11 chrtser 1000 7.125 7125 0.1% 1.813 1813 -5313 -75% 36 0.063
MLNM var john s 800 60.625 48500 4.3% 70.125 56100 7600 16% -0.375
MRVC 9/8 kelvin 500 63.125 31563 1.5% 38.688 19344 -12219 -39% 39 -5.750
MSFT 9/26 paul z 500 61.875 30938 1.9% 50.438 25219 -5719 -18% 21 0.063
MUEI 9/22 dan 2000 11.375 22750 1.1% 6.875 13750 -9000 -40% 25 -0.906
MUEI 9/27 dan 2000 10.000 20000 1.1% 6.875 13750 -6250 -31% 20 -0.906
MUEI 10/5 dan 4000 8.250 33000 2.1% 6.875 27500 -5500 -17% 12 -0.906
NEON 7/13 john s 1000 36.000 36000 1.1% 14.813 14813 -21188 -59% 94 -1.438
NEON 10/3 john s 1000 18.000 18000 1.1% 14.813 14813 -3188 -18% 14 -1.438
NEON 9/22 paul m 1000 25.250 25250 1.1% 14.813 14813 -10438 -41% 25 -1.438
PMS 8/23 chrtser 2000 13.000 26000 2.1% 13.375 26750 750 3% 54 0.063
PUMA 6/26 kelvin 1000 27.625 27625 1.1% 14.000 14000 -13625 -49% 111 1.125
PUMA 6/30 kelvin 1000 25.625 25625 1.1% 14.000 14000 -11625 -45% 107 1.125
QLGC 9/29 paul m 200 88.625 17725 1.2% 75.500 15100 -2625 -15% 18 -5.938
RMDY 7/28 ron 2000 20.500 41000 2.5% 16.250 32500 -8500 -21% 79 -0.938
RMDY 10/3 ron 1000 16.375 16375 1.3% 16.250 16250 -125 -1% 14 -0.938
SHLL 1/14 rick 15000 2.250 33750 1.1% 0.938 14063 -19688 -58% 273 0.188
SKS 9/28 ron 4000 9.250 37000 2.8% 9.063 36250 -750 -2% 19 -0.313
SMTC 8/25 kelvin 1000 54.719 54719 2.4% 31.375 31375 -23344 -43% 52 -3.625
SRV 5/22 bill 6000 3.250 19500 1.0% 2.063 12375 -7125 -37% 145 0.000
SRV 7/14 bill 6000 2.875 17250 1.0% 2.063 12375 -4875 -28% 93 0.000
SRV 9/13 bill 6000 2.500 15000 1.0% 2.063 12375 -2625 -18% 34 0.000
SSTI 10/3 ron 1000 24.125 24125 1.4% 18.750 18750 -5375 -22% 14 -2.813
TER 10/17 chrtser 500 26.125 13063 1.0% 25.000 12500 -563 -4% 0 -9.438
TNO 10/2 john s 500 38.000 19000 1.3% 34.125 17063 -1938 -10% 15 -1.563
TRAC 5/11 sue 5000 1.813 9063 0.4% 1.000 5000 -4063 -45% 156 -0.031
*** *** *** *** *** 1544150 89.8% 1165375 -378775 -25% 60.4

Portfolio Summary

Beg Balance 1/1/00 1319059
Plus Gains Realized 358075
Less Holdings at Cost 1544150
Equals Cash Balance 132984 10.2%
Plus Holdings At Close 1165375
Portfolio Balance 1298359

Portfolio Change YTD -1.57%

Beg Balance 1/1/99 500000
Change since 1/1/99 159.67%

YTD Change in Market Indices
DJIA -12.24%
Nasdaq -21.02%
S&P 500 -8.12%
Russell 2000 -6.71%