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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: Thomas G. Busillo who wrote (16285)	7/19/1997 9:49:00 AM
From: Thomas G. Busillo	of 53903

TK's table-pounders v. random Philadelphians - UPDATE Fresh on the heels of INTC and TI earnings, the table-pounder portfolio of influential semiconductor "analyst" Tom Kurlack has surpassed the picks of Tony the panhandler and Charles the video renter. Unfortunately, his portfolio still badly trails the constructed-in-2-minutes portfolio of George at the corner deli (The Foodery) and Ray the security guard (Thomas Jefferson University). Let's go to the numbers... begin end shrs. gross in out-1 comm. out-2 net % TK * influential semiconductor analyst MU 38 1/2 46 15/16 865.8008658 33333.33 40638.53 -39.9 40598.63 7265.3 21.80% INTC 79 86 7/16 421.9409283 33333.33 36471.52 -39.9 36431.62 3098.29 9.29% TXN 92 113 5/8 362.3188406 33333.33 41168.48 -39.9 41128.58 7795.25 23.39% total 100000 118278.53 118158.8 18158.8 18.16% George * cashier at corner deli AMAT 59 3/4 81 5/16 557.8800558 33333.33 45362.62 -39.9 45322.72 11989.4 35.97% INTC 79 86 7/16 421.9409283 33333.33 36471.52 -39.9 36431.62 3098.29 9.29% VLSI 22 1/2 28 9/16 1481.481481 33333.33 42314.81 -39.9 42274.91 8941.58 26.82% 100000 124148.96 124029.3 24029.3 24.03% Charles * renter at video store ADI 26 1/2 32 1/8 1257.861635 33333.33 40408.81 -39.9 40368.91 7035.58 21.11% MOT 61 81 3/4 546.4480874 33333.33 44672.13 -39.9 44632.23 11298.9 33.90% XLNX 52 13/16 46 7/8 631.1637081 33333.33 29585.80 -39.9 29545.9 -3787.4 -11.36% 100000 114666.73 114547 14547 14.55% Tony * panhandler in front of convenience store AMAT 59 3/4 81 5/16 557.8800558 33333.33 45362.62 -39.9 45322.72 11989.4 35.97% LSI 40 7/8 32 7/16 815.4943935 33333.33 26452.60 -39.9 26412.7 -6920.6 -20.76% TXN 92 113 5/8 362.3188406 33333.33 41168.48 -39.9 41128.58 7795.25 23.39% 100000 112983.70 112864 12864 12.86% Ray * security guard AMAT 59 3/4 81 5/16 557.8800558 33333.33 45362.62 -39.9 45322.72 11989.4 35.97% NVLS 77 94 3/8 432.9004329 33333.33 40854.98 -39.9 40815.08 7481.75 22.45% TER 34 7/8 43 3/16 955.7945042 33333.33 41278.38 -39.9 41238.48 7905.15 23.72% 100000 127495.98 127376.3 27376.3 27.38% non-table-pounders AMAT 59 3/4 81 5/16 128.7415513 7692.308 10468.30 -39.9 10428.4 2736.1 35.57% VLSI 22 1/2 28 9/16 341.8803419 7692.308 9764.96 -39.9 9725.057 2032.76 26.43% TER 34 7/8 43 3/16 220.5679625 7692.308 9525.78 -39.9 9485.879 1793.58 23.32% MOT 61 81 3/4 126.1034048 7692.308 10308.95 -39.9 10269.05 2576.75 33.50% NVLS 77 94 3/8 99.9000999 7692.308 9428.07 -39.9 9388.172 1695.87 22.05% LSCC 58 61 3/8 132.6259947 7692.308 8139.92 -39.9 8100.02 407.72 5.30% ADI 26 1/2 32 1/8 290.275762 7692.308 9325.11 -39.9 9285.209 1592.91 20.71% LLTC 53 1/8 57 1/2 144.7963801 7692.308 8325.79 -39.9 8285.892 593.592 7.72% NSM 25 3/4 35 3/16 298.7303958 7692.308 10511.58 -39.9 10471.68 2779.38 36.13% LRCX 36 1/8 53 7/16 212.9358531 7692.308 11378.76 -39.9 11338.86 3646.56 47.41% XLNX 52 13/16 46 7/8 145.6531634 7692.308 6827.49 -39.9 6787.592 -904.71 -11.76% LSI 40 7/8 32 7/16 188.1910139 7692.308 6104.45 -39.9 6064.546 -1627.8 -21.16% AMD 42 7/8 37 179.4124243 7692.308 6638.26 -39.9 6598.36 -1093.9 -14.22% total 100000 116747.41 116228.7 16228.8 16.23% Ray 27.38% George 26.82% TK's TP's 18.16% Non-TP's 16.23% Charles 14.55% Tony 12.86% Krazy about Kurlack, Tom

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