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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (3651)	11/9/1999 4:52:00 PM
From: Ron McKinnon	Respond to of 11568

status 11/9 up 132% new high WHAT A TEAM closed AIRO 11/5 larry 1000 37.750 37750 11/9 48.000 48000 10250 -15 10235 27% KSWS 10/15 ron 5000 15.500 77500 11/9 15.000 75000 -2500 -15 -2515 -3% KSWS 10/15 ron 5000 14.000 70000 11/9 14.625 73125 3125 -15 3110 4% PPOD 11/8 ron -2000 11.000 -22000 11/9 9.438 -18875 3125 -15 3110 6% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ATHM 11/1 sue 1000 38.938 38938 46.000 46000 7063 -15 7048 18% AVI 11/1 ron 2000 18.250 36500 18.938 37875 1375 -15 1360 4% CLE 11/2 paul m 1000 18.938 18938 20.313 20313 1375 -15 1360 7% CMRC 11/8 ron -100 331.00 -33100 320.63 -32063 1038 -15 1023 3% FMO 10/13 paulm 500 27.250 13625 24.000 12000 -1625 -15 -1640 -12% GUMM 11/5 dan 1500 15.563 23344 16.750 25125 1781 -15 1766 8% GUMM var dan 6000 11.198 67188 16.750 100500 33312 -15 33297 50% HSAC 10/29 larry 2000 25.000 50000 26.188 52375 2375 -15 2360 5% INTU 10/11 larry 2000 28.446 56891 31.250 62500 5609 -30 5579 10% KSWS var ron 6000 12.750 76500 15.250 91500 15000 -45 14955 20% KSWS 11/4 ron 2000 10.875 21750 15.250 30500 8750 -15 8735 40% MAT 10/8 dan 3000 11.938 35813 14.000 42000 6188 -15 6173 17% MUEI var dan 6000 10.500 63000 10.375 62250 -750 -30 -780 -1% PETM 9/14 rick 10000 4.625 46250 3.969 39688 -6563 -30 -6593 -14% PIR 8/5 dan 5000 6.250 31250 6.875 34375 3125 -15 3110 10% PPOD 11/5 ron -2000 15.875 -31750 9.313 -18625 13125 -15 13110 41% PTEK 10/14 sue 4000 6.000 24000 5.969 23875 -125 -15 -140 -1% RAD 10/28 larry 5000 9.000 45000 8.063 40313 -4688 -15 -4703 -10% SPLS 11/9 larry 4000 16.688 66750 17.500 70000 3250 -15 3235 5% VLNC 10/27 paulm 2000 4.500 9000 5.000 10000 1000 -15 985 11% VUSA 10/29 sue 3000 12.875 38625 11.125 33375 -5250 -15 -5265 -14% VUSA 11/9 sue 3000 11.250 33750 11.125 33375 -375 -15 -390 -1% ZANY 10/29 paul m 1000 12.125 12125 11.000 11000 -1125 -15 -1140 -9% ZIXI 11/3 ron -500 45.000 -22500 36.375 -18188 4313 -15 4298 19% * * * * * 721886 810063 88177 -435 87742 12% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 572438 Less Holdings at Cost 721886 Equals Cash Balance 350552 Plus Holdings At Present Price 810063 Equals Total Portfolio Balance 1160615 Portfolio Change YTD 132.12%

To: Susan Saline who wrote (3651)	11/9/1999 4:54:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

RON'S TEST-PAPER SHORT PORTFOLIO Stock DATE # Cost Cost $ Date Close Close $ G/L Comm Net G/L Sold BRCM 11/5 -150 149.250 -22388 158.875 -23831 -1444 -15 -1459 CMRC 11/8 -100 331.000 -33100 320.500 -32050 1050 -15 1035 CMRC 11/5 -100 289.125 -28913 320.500 -32050 -3138 -15 -3153 CNXT 11/5 -500 49.500 -24750 54.000 -27000 -2250 -15 -2265 ICGE 11/8 -50 186.000 -9300 182.625 -9131 169 -15 154 ICGE 11/5 -100 169.875 -16988 182.625 -18263 -1275 -15 -1290 KIDE 11/8 -100 89.250 -8925 85.000 -8500 425 -15 410 KIDE 11/5 -300 81.438 -24431 85.000 -25500 -1069 -15 -1084 LWIN 11/8 -100 87.000 -8700 91.000 -9100 -400 -15 -415 LWIN 11/5 -300 76.562 -22969 91.000 -27300 -4331 -15 -4346 PHCM 11/8 -50 284.250 -14213 278.500 -13925 288 -15 273 PHCM 11/5 -100 269.000 -26900 278.500 -27850 -950 -15 -965 QCOM 11/5 -100 294.375 -29438 299.750 -29975 -538 -15 -553 QLGC 11/5 -200 117.310 -23462 123.750 -24750 -1288 -15 -1303 VRSN 11/8 -50 173.000 -8650 157.500 -7875 775 -15 760 * * * * -303125 -317100 -13976 -225 -14201 Portfolio Summary Beg Bal 200000 Plus Gains Realized 6571 Less Holdings Gains/Losses -14201 Equals Total Portfolio Balance 192371 Portfolio Change YTD -3.81%