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Strategies & Market Trends : Z PORTFOLIO

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To: Susan Saline who wrote (2370)	12/21/1998 6:15:00 PM
From: Ron McKinnon	Read Replies (3) of 11568

status 12/21 closed CIEN 12/4 dan 2000 17.5000 35000 12/21 13.5000 27000 -8000 -15 -8015 -23% XCIT 12/18 sue 500 50.1875 25094 12/21 51.9375 25969 875 -15 860 3% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ACMR 12/10 ron 10000 5.2500 52500 5.3750 53750 1250 -15 1235 2% AOL 12/16 larry 500 96.7500 48375 117.0000 58500 10125 -15 10110 21% ASHW 12/9 sue 4000 5.1250 20500 4.1563 16625 -3875 -15 -3890 -19% ASHW 12/18 ron 10000 4.3750 43750 4.1563 41563 -2187 -15 -2202 -5% CBS 8/14 larry 900 28.1250 25313 28.0000 25200 -113 -15 -128 -1% CD 11/20 larry 2000 15.0000 30000 20.0000 40000 10000 -15 9985 33% CMOS 12/21 dan 2500 17.5625 43906 16.8750 42188 -1719 -15 -1734 -4% CPQ 12/11 larry 1500 40.6250 60938 44.2500 66375 5438 -15 5423 9% CPU 12/11 dan 3000 12.9375 38813 11.9375 35813 -3000 -15 -3015 -8% CYCH 12/3 larry 2000 14.6875 29375 15.6250 31250 1875 -15 1860 6% HYPT 12/11 larry 3000 12.3750 37125 10.9375 32813 -4313 -15 -4328 -12% INSP 12/21 sue 500 34.8125 17406 35.6250 17813 406 -15 391 2% NAVR 12/21 sue 2000 9.8750 19750 9.9375 19875 125 -15 110 1% PAP 12/10 sue 2000 8.3750 16750 7.0625 14125 -2625 -15 -2640 -16% RIG 12/21 paul 1000 24.3750 24375 24.5000 24500 125 125 1% RXSD 12/1 dan 2000 12.0625 24125 14.0625 28125 4000 -15 3985 17% TWX 12/16 larry 1000 53.8750 53875 58.2500 58250 4375 -15 4360 8% UMG 11/12 larry 1000 37.6250 37625 42.7500 42750 5125 -15 5110 14% VLSI 12/21 dan 3000 11.6875 35063 11.8750 35625 563 -15 548 2% WHX 12/10 ron 3000 10.3750 31125 10.0000 30000 -1125 -15 -1140 -4% * * * * * 690688 715138 24451 -285 24166 3% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 257458 Less Holdings at Cost 690688 Equals Cash Balance 66770 Plus Holdings At Present Price 714853 Equals Total Portfolio Balance 781623 Portfolio Change YTD 281623 56.32%

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