COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00160

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Nov 21 9:30 AM EST

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To: Glenn D. Rudolph who wrote (11219)	1/1/1998 5:50:00 PM
From: David Lawrence	Read Replies (2) of 22053

For the record, my positions (excluding cash) entering 1998...... Pct of Pct of Pct of Pct of Security Holdings Cost Gains Return Intended hold Johnson & Johnson* 10.9% 9.4% 15.0% 58.7% Long (was Cordis) 3Com Corporation* 9.1% 4.3% 22.1% 191.3% Long (was USRX) SCI Systems* 8.9% 3.7% 23.1% 231.8% Long Safeguard Scientif 7.0% 1.5% 22.0% 556.3% Long LCI International* 5.9% 3.2% 13.3% 154.5% Long (was USLD) Computer Associate 4.2% 4.3% 3.9% 33.3% Long Citrix Systems 4.0% 0.9% 12.5% 522.3% Medium Fidelity Emerging 3.6% 7.5% -7.1% -35.0% Long Novellus Systems* 3.4% 4.5% 0.5% 4.5% Long KLA-Tencor 3.1% 3.8% 1.1% 10.2% Long Vitesse Semi 3.0% 4.7% -1.7% -13.3% Long Ensco Int'l 2.8% 3.7% 0.4% 4.3% Long Parker Drilling Co 2.6% 3.0% 1.4% 17.9% Long Gulf Oil Resources 2.6% 3.7% -0.5% -5.4% Medium Kemet Corp 2.6% 3.5% -0.1% -0.8% Medium US Filter 2.5% 3.4% 0.1% 1.0% Long CompuServe 2.1% 2.9% 0.1% 1.0% Medium (2b WCOM) PairGain Technolog 2.1% 2.8% -0.1% -0.8% Medium Aware* 2.0% 3.4% -1.8% -20.0% Not sure Cirrus Logic: 2.0% 3.2% -1.4% -16.0% Medium Adaptec 2.0% 3.3% -1.6% -17.6% Medium Tektronix 1.9% 2.0% 1.7% 32.4% Long Data General 1.8% 1.1% 3.7% 120.9% Long Healthcare Compare 1.6% 0.9% 3.7% 159.9% Long Landry's Seafood 1.5% 1.7% 0.7% 15.6% Medium Integrated Health 1.3% 0.6% 3.3% 197.0% Long (was Rotech) Mylan* 1.3% 1.2% 1.7% 55.4% Long Applied Magnetics 1.2% 4.5% -7.7% -63.9% Sucker Wilmar Industries 0.9% 1.1% 0.3% 10.3% Trader Integrated Systems 0.8% 1.9% -2.2% -41.2% Long U.S. Data Corp* 0.6% 2.1% -3.6% -64.0% Medium OAO Technology 0.4% 0.3% 0.5% 63.5% Medium 3Com Jan 45 Call 0.4% 1.5% -2.7% -67.1% Long Citrix Jan 80 Call 0.1% 0.1% 0.2% 64.7% Trader US Robotics JAN 70 0.0% 0.4% -0.9% -94.7% Medium * Multiple entry positions Howz that for a mutual fund?

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