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Strategies & Market Trends : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (9319)	8/4/1999 11:17:00 PM
From: WebDrone	Respond to of 118717

Some on-line brokerage Number Crunches- We we discussing this recently. $Mogul on the DIR thread posted data- Message 10827656 released today. I wish SI had a place we could FTP spreadsheets to! Here are the results. broker trades/price accounts/price account $ $/acct /price /price Schwab 3694.5945946 75.675675676 6783.7837838 2.4227799228 E.Trade 3224.0000000 52.252631579 1094.7368421 0.88214088808 Fidelity Waterhouse 4129.0322581 49.677419355 3032.2580645 3.9379974864 Datek Ameritrade 2548.9192547 25.093167702 1122.9813665 2.2237254781 DLJ Direct 1202.893617 15.716312057 754.60992908 2.7242235707 Suretrade Discover 138.42826244 1.7880317231 76.13554434 0.49119706026 NDB 210.52631579 4.7935222672 252.63157895 1.706970128 This is intended to calculate some measure of value. Big is good. Growth is NOT accounted for. ---------------------------------------------------------------------- Broker Trades/Day Market % Change Accounts Assets Share (Q/Q) (M) (MM) ---------------------------------------------------------------------- ---------------------------------------------------------------------- Schwab 136,700 25.0% -0.5% 2,800 $251,000 ---------------------------------------------------------------------- ---------------------------------------------------------------------- E.Trade 76,570 14.0% 16.4% 1,241 $26,000 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Fidelity 64,100 11.7% 7.1% 2,789 187,000 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Waterhouse 64,000 11.7% 10.7% 770 47,000 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Datek 57,655 10.5% 14.5% 254 6,200 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Ameritrade 51,297 9.4% 24.4% 505 $22,600 ---------------------------------------------------------------------- ---------------------------------------------------------------------- DLJ Direct 21,201 3.9% 11.2% 277 $13,300 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Suretrade 12,500 2.3% 4.2% 150 $1,700 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Discover 12,000 2.2% -13.3% 155 $6,600 ---------------------------------------------------------------------- ---------------------------------------------------------------------- NDB 6,500 1.2% -1.2% 148 $7,800 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Others 45,000 8.2% 7.1% 650 $39,000 ---------------------------------------------------------------------- ---------------------------------------------------------------------- TOTAL 547,523 100% 8.2% 9,739 $608,200 ---------------------------------------------------------------------- *T Source: Piper Jaffray, Company and Industry Sources

To: Dale Baker who wrote (9319)	8/5/1999 7:37:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Interesting that the 50% Gains portfolio is matching this basket, give or take a few percent. The main difference is I have more Internuts, but I also offset losses a bit on the way down by shorting XLK and QQQ. The 50% Gains portfolio is now 15% off its 1999 high set in July. To: AlienTech (18642 ) From: LastShadow ( Ignore ) Wednesday, Aug 4 1999 6:58PM ET Reply # of 18655 Of those same stocks, they are on average down 13.75% since 7/16 SYMBOL CLOSE CHANGE % (SINCE 7/16/99) FUSE 6.531 28.99% UK 59.375 28.03% CEGE 6.125 24.04% NEM 19.875 17.34% ABX 19.75 15.33% MU 60.25 14.49% TEK 31.688 10.46% WY 69.438 10.44% CLWK 6 9.09% INTC 72.813 8.47% BLS 48.938 8.00% THDO 6.688 7.01% FRTE 13 6.66% GTW 75.125 6.56% TXU 42.25 4.97% AA 64 4.81% DBRSY 26.125 4.76% MMM 91.75 4.33% AMMB 5.938 3.83% MTC 41.563 3.74% HE 36 3.04% IP 54.938 2.81% HAL 47.75 2.69% PX 49.75 1.53% AAPL 53.813 1.41% BA 46.625 1.36% CTL 41.563 1.06% SEG 26.813 0.94% XLB 26.391 0.60% PEG 40.5 0.46% UAL 62.063 0.20% PPG 61.438 0.10% FDC 49.125 0.00% WOWS 0.2 0.00% ADM 14.438 -0.43% DD 71.5 -0.52% PXD 10.938 -0.56% AMGN 77.063 -0.72% ROH 41.563 -0.74% UTI 16.625 -0.75% AVY 62.25 -0.99% NNS 31.25 -1.19% VTSS 66 -1.22% PCG 31.938 -1.35% TYC 98.063 -1.44% XLE 28.703 -1.45% TRB 86.625 -1.63% BGEN 70.438 -1.66% AKLM 6.5 -1.89% DAL 57.938 -1.90% AL 31.188 -2.16% GP 49.938 -2.20% XLU 30.531 -2.25% CBS 44.688 -2.32% PEP 38.188 -2.71% MTON 13.563 -3.12% HWP 110.25 -3.29% MXTR 5.063 -3.56% KMET 23.344 -3.61% SBC 57 -3.70% CRUS 9 -4.00% UMG 71 -4.14% XLI 28.594 -4.54% AIT 73 -4.58% DIA 106.656 -4.80% MCD 42 -4.82% IGT 18.313 -4.87% EPG 34.938 -5.25% CMS 37.75 -5.33% ALD 64.063 -5.36% HAS 26.125 -5.43% FGI 11.938 -5.44% MAT 22.75 -5.46% APPB 31.313 -5.47% SGI 16 -5.54% BEL 62.5 -5.75% XLP 24.375 -5.80% BIGE 20.25 -5.81% EMC 60.25 -5.86% DOW 118.625 -5.99% BVSN 70.375 -6.17% BBY 70.938 -6.28% MOT 90.75 -6.92% XLV 27.75 -7.02% AMD 16.313 -7.12% DIS 26 -7.14% AMAT 72.875 -7.24% GTE 72.438 -7.28% ADBE 83.375 -7.36% SUNW 70.5 -7.39% KO 60.125 -7.50% ORCL 36.75 -7.55% DIMD 4.813 -7.78% APD 34.063 -7.78% GT 54 -7.89% SPY 130.625 -7.89% VVTV 24.5 -7.98% CSCO 60.5 -8.33% GM 62.813 -9.05% AXP 123.5 -9.11% F 49.125 -9.13% USW 54.688 -9.23% MRK 64.5 -9.31% IMAL 17.813 -9.52% DELL 39.125 -9.54% TEN 22.375 -9.60% SYBS 10.5 -9.68% PIR 8.75 -9.68% ANDW 19.75 -9.71% TWX 68.813 -9.83% SAP 30.625 -9.93% ACS 46.375 -9.95% XLF 23.75 -9.95% S 40.563 -9.99% QCOM 142.438 -9.99% ATHM 41 -10.14% QNTM 23.188 -10.17% GE 106.75 -10.20% QQQ 110.109 -10.30% XLK 39.297 -10.37% TXB 4.313 -10.39% CCL 43.625 -10.74% PMTC 13.813 -10.88% OSSI 33.563 -11.53% XLY 26.469 -11.86% PFE 33.313 -11.90% FDX 41.75 -11.99% TOY 15.438 -12.41% BMY 65.5 -12.59% QTRN 35.063 -12.62% PD 57.938 -12.71% IIT 16.25 -12.75% TWA 4.188 -12.99% IBM 118.5 -13.03% NBTY 6.031 -13.07% NT 81.625 -13.22% LGTO 69.875 -13.60% INFS 16.875 -13.74% SBUX 21.875 -13.79% CIEN 31.938 -13.97% PWAV 32.625 -14.00% ADPT 35.875 -14.33% CYMI 29.125 -14.50% MSFT 84.938 -14.58% HTCH 24.125 -14.60% COMS 23.625 -14.67% WMT 40.938 -14.71% RATL 29.625 -14.75% IRID 6.281 -14.83% WIND 14.313 -14.87% EDS 57 -14.93% NKE 50.188 -14.94% HS 3.719 -14.99% NXTL 48.875 -15.18% HD 58.875 -15.44% DCX 75.625 -15.44% RDA 32.875 -15.57% AHAA 46.875 -15.63% SKYM 8.531 -15.74% NMGC 8.469 -15.84% NEON 13.938 -15.85% SFA 33.938 -16.20% NETA 16.625 -16.62% RAYS 12.188 -16.66% IOM 3.75 -16.67% ZD 15 -16.67% CUBE 29.125 -16.79% MALL 5.719 -16.81% CPQ 22.563 -17.39% BNBN 15.75 -17.92% BKS 20.438 -18.04% OMX 9 -18.18% PSFT 13.063 -18.68% XRX 48 -18.73% DGN 12.75 -19.05% CA 45.313 -19.08% BBBY 30.656 -19.33% YHOO 121 -19.47% CPU 5.938 -19.48% SHRP 9.75 -19.59% LU 62.938 -19.76% PAIR 8.875 -19.78% BMCS 50.625 -20.51% FILE 8.688 -21.47% PETM 6.719 -21.53% BRCM 109.5 -21.68% GBLX 36 -21.95% VRIO 64 -22.31% PAGE 4.563 -23.16% ONSL 14.5 -23.43% NOVL 23.438 -23.62% QWST 26.625 -23.93% PER 21.125 -24.39% INTU 73.688 -24.57% PIXR 37.5 -24.81% INKT 92.188 -25.05% VVUS 3.063 -25.18% RBK 12.125 -25.67% IFMX 7 -25.83% JBL 36.625 -26.01% CATP 14.875 -26.54% AOL 87.438 -27.06% RMBS 81.563 -27.82% EGGS 7.438 -27.88% CDNW 16.25 -28.38% IDTC 16 -28.69% MTIC 17.75 -29.00% USWB 18.875 -29.28% SCH 37 -29.44% SEEK 29.625 -29.57% SPDE 4.438 -29.70% RNWK 60.875 -29.73% FEET 3.938 -29.99% DRIV 22.5 -30.23% CMGI 76 -30.47% COOL 8.75 -30.69% PQT 4.938 -30.69% INSP 41.188 -30.85% SEW 2.938 -30.87% PSIX 43.5 -30.95% WSOX 2.75 -31.25% RDRT 4.125 -31.96% DCLK 67.688 -32.40% NETG 18.125 -32.87% IMON 1.844 -32.95% DBCC 7.031 -33.04% MANU 10.313 -33.20% NAVR 6.594 -33.65% SPYG 11.438 -33.69% PROG 10 -34.43% BNYN 6.719 -34.45% XMCM 36 -34.69% GADZ 9.375 -35.34% WDC 4 -35.36% AMZN 88.438 -35.74% MFNX 24.875 -35.81% EGRP 23.75 -36.67% PCNTF 28 -36.72% LCOS 32.938 -37.11% WAVO 3.75 -38.15% HITS 11.75 -38.36% GNET 50.75 -39.09% GMGC 2.281 -40.66% EFAX 9.25 -41.27% MSPG 26.75 -45.13% SPLN 21.625 -45.77% APM 1.438 -47.71% EDGR 7.75 -48.33% CNCX 19.688 -48.61% KOOP 14.688 -54.98% ADBL 7.75 -63.10% TOT/AVG 37.346 -13.75%