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Strategies & Market Trends : Z PORTFOLIO

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To: DanZ who wrote (1517)	3/27/1998 7:13:00 AM
From: Ron McKinnon	Read Replies (5) of 11568

status 3/26 closed nice trades Sue and Dan UTI 3/3 sue 2000 14.0000 28000 3/25 17.1875 34375 6375 -15 6360 23% TLK 3/5 sue 2000 8.0000 16000 3/24 8.9375 17875 1875 -15 1860 12% APM 3/23 dan 2500 10.6250 26563 3/24 11.3125 28281 1719 -15 1704 6% INTC 3/24 dan 500 74.4375 37219 3/26 77.5625 38781 1563 -15 1548 4% APM 3/26 dan 2500 11.8750 29688 3/26 12.3125 30781 1094 -15 1079 4% 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 5.0000 25000 0 -15 -15 0% BAY 3/6 larry 1000 30.3750 30375 28.3750 28375 -2000 -15 -2015 -7% BTJ 2/11 paul 4000 6.0000 24000 6.3125 25250 1250 -15 1235 5% CBS 2/6 larry 1000 30.6250 30625 33.0000 33000 2375 -15 2360 8% CKSG 3/23 sue 1000 20.0000 20000 19.6250 19625 -375 -15 -390 -2% CPQ 3/6 paul 1000 28.0625 28063 26.6250 26625 -1438 -15 -1453 -5% DDIM 3/25 sue 2000 13.5000 27000 13.3125 26625 -375 -15 -390 -1% DIGI 1/15 dan 1500 21.5000 32250 17.0000 25500 -6750 -15 -6765 -21% DIGI 3/4 steve 2000 18.1875 36375 17.0000 34000 -2375 -15 -2390 -7% HRSH 3/5 darth 2400 10.3125 24750 9.4688 22725 -2025 -15 -2040 -8% IRF 3/17 dan 2000 12.5000 25000 12.4375 24875 -125 -15 -140 -1% LNET 12/31 dan 2500 11.0000 27500 11.0625 27656 156 -15 141 1% OXY 3/23 larry 1000 30.0000 30000 29.3750 29375 -625 -15 -640 -2% PAUH 1/6 dan 3000 10.0000 30000 11.5000 34500 4500 -15 4485 15% RAM 2/26 darth 3000 6.0000 18000 6.1875 18563 563 -15 548 3% VLSI 3/25 dan 1000 18.0000 18000 17.4375 17438 -563 -15 -578 -3% VLSI 3/4 dan 2000 19.1250 38250 17.4375 34875 -3375 -15 -3390 -9% * * * * * 483781 470725 -13056 -270 -13326 -3% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 96866 Less Holdings at Cost 483781 Equals Cash Balance 113085 Plus Holdings At Present Price 470455 Equals Total Portfolio Balance 583540 Portfolio Change YTD 83540 16.71%

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