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Strategies & Market Trends : Z PORTFOLIO

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To: Beachside Bill who wrote (1592)	4/21/1998 8:21:00 PM
From: Ron McKinnon	Read Replies (2) of 11568

status 4/21 closed KLIC 4/3 dan 1500 20.875 31313 4/21 22.9375 34406 3094 -15 3079 10% HWP 4/13 dan 500 60.6875 30344 4/20 64.7500 32375 2031 -15 2016 7% ASND 4/17 sue 1000 41.0000 41000 4/20 42.3750 42375 1375 -15 1360 3% IOM 3/30 bill 1000 7.0000 7000 4/21 8.3750 8375 1375 -15 1360 19% ORCL 4/6 dan 1000 26.9375 26938 4/20 27.0625 27063 125 -15 110 0% DDIM 3/25 sue 2000 13.5000 27000 4/20 11.8125 23625 -3375 -15 -3390 -13% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AGAM 3/20 darth 5000 5.0000 25000 5.2500 26250 1250 -15 1235 5% BAY 3/6 larry 1000 30.3750 30375 23.0000 23000 -7375 -15 -7390 -24% CBS 2/6 larry 1000 30.6250 30625 35.0000 35000 4375 -15 4360 14% DMIC 4/17 tina 1500 11.2500 16875 10.8125 16219 -656 -15 -671 -4% ESST 3/31 bill 1000 6.3750 6375 7.3125 7313 938 -15 923 14% GLM 4/9 paul 1000 23.6250 23625 24.3125 24313 688 -15 673 3% HRSH 4/3 darth 2400 8.5000 20400 9.0000 21600 1200 -15 1185 6% IRF 3/17 dan 2000 12.5000 25000 12.5000 25000 0 -15 -15 0% IRF 3/31 dan 2000 11.6250 23250 12.5000 25000 1750 -15 1735 7% LNET 12/31 dan 2500 11.0000 27500 12.4375 31094 3594 -15 3579 13% LUV 3/30 larry 1000 29.0000 29000 30.5000 30500 1500 -15 1485 5% NSCP 4/17 larry 1000 24.0000 24000 24.5000 24500 500 -15 485 2% OXY 3/23 larry 1000 30.0000 30000 28.8750 28875 -1125 -15 -1140 -4% PAUH 1/6 dan 3000 10.0000 30000 12.9375 38813 8813 -15 8798 29% PUQEV 1073 RAM 2/26 darth 3000 6.0000 18000 5.8125 17438 -563 -15 -578 -3% T 4/20 dan 800 64.6250 51700 63.3750 50700 -1000 -15 -1015 -2% VLSI 3/4 dan 2000 19.1250 38250 19.8750 39750 1500 -15 1485 4% * * * * * 449975 465363 15388 -255 16206 4% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 105291 Less Holdings at Cost 449975 Equals Cash Balance 155316 Plus Holdings At Present Price 465108 Equals Total Portfolio Balance 620423 Portfolio Change YTD 120423 24.08%

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