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Strategies & Market Trends : Z PORTFOLIO

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To: Susan Saline who wrote (1505)	3/23/1998 7:48:00 PM
From: Ron McKinnon	Read Replies (2) of 11568

status 3/23 closed IOM 1/21 dan 2000 13.0000 26000 3/23 7.0625 14125 -11875 -15 -11890 -46% IOM 2/20 dan 2000 8.6875 17375 3/23 7.0625 14125 -3250 -15 -3265 -19% IOM 3/12 dan 2000 8.4375 16875 3/23 7.0625 14125 -2750 -15 -2765 -16% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 12/31 dan 2500 7.4375 18594 6.6875 16719 -1875 -15 -1890 -10% AGAM 3/20 darth 5000 5.0000 25000 4.9375 24688 -313 -15 -328 -1% APM 3/23 dan 2500 10.6250 26563 10.3125 25781 -781 -15 -796 -3% BAY 3/6 larry 1000 30.3750 30375 27.8125 27813 -2563 -15 -2578 -8% BTJ 2/11 paul 4000 6.0000 24000 6.1250 24500 500 -15 485 2% CBS 2/6 larry 1000 30.6250 30625 33.6250 33625 3000 -15 2985 10% CKSG 3/23 sue 1000 20.0000 20000 20.1250 20125 125 -15 110 1% CPQ 3/6 paul 1000 28.0625 28063 24.9375 24938 -3125 -15 -3140 -11% DIGI 1/15 dan 1500 21.5000 32250 17.3750 26063 -6188 -15 -6203 -19% DIGI 3/4 steve 2000 18.1875 36375 17.3750 34750 -1625 -15 -1640 -5% HRSH 3/5 darth 2400 10.3125 24750 9.7813 23475 -1275 -15 -1290 -5% IRF 3/17 dan 2000 12.5000 25000 12.4375 24875 -125 -15 -140 -1% LNET 12/31 dan 2500 11.0000 27500 11.0000 27500 0 -15 -15 0% OXY 3/23 larry 1000 30.0000 30000 29.7500 29750 -250 -15 -265 -1% PAUH 1/6 dan 3000 10.0000 30000 10.5625 31688 1688 -15 1673 6% RAM 2/26 darth 3000 6.0000 18000 6.1250 18375 375 -15 360 2% TLK 3/5 sue 2000 8.0000 16000 9.0000 18000 2000 -15 1985 12% UTI 3/3 sue 2000 14.0000 28000 17.0000 34000 6000 -15 5985 21% VLSI 3/4 dan 2000 19.1250 38250 17.3750 34750 -3500 -15 -3515 -9% * * * * * 509344 501413 -7931 -285 -8216 -2% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 84316 Less Holdings at Cost 509344 Equals Cash Balance 74973 Plus Holdings At Present Price 501128 Equals Total Portfolio Balance 576100 Portfolio Change YTD 76100 15.22%

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