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

To: Larry S. who wrote (3659)	11/10/1999 5:59:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

status 11/10 closed ATHM 11/1 sue 1000 38.938 38938 11/9 45.563 45563 6625 -15 6610 17% KSWS var ron 1000 12.750 12750 11/10 15.625 15625 2875 -45 2830 22% RAD 10/28 larry 5000 9.000 45000 11/9 7.375 36875 -8125 -15 -8140 -18% SPLS 11/9 larry 4000 16.688 66750 11/9 19.000 76000 9250 -15 9235 14% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AVI 11/1 ron 2000 18.250 36500 19.063 38125 1625 -15 1610 4% ATHM 11/10 sue 1000 44.000 44000 44.250 44250 250 -15 235 1% CLE 11/2 paul m 1000 18.938 18938 21.000 21000 2063 -15 2048 11% CMRC 11/8 ron -100 331.00 -33100 317.75 -31775 1325 -15 1310 4% FMO 10/13 paulm 500 27.250 13625 23.688 11844 -1781 -15 -1796 -13% GUMM 11/5 dan 1500 15.563 23344 17.250 25875 2531 -15 2516 11% GUMM var dan 6000 11.198 67188 17.250 103500 36312 -15 36297 54% HSAC 10/29 larry 2000 25.000 50000 26.000 52000 2000 -15 1985 4% INTU 10/11 larry 2000 28.446 56891 31.875 63750 6859 -30 6829 12% KSWS var ron 5000 12.750 63750 14.313 71563 7813 -45 7768 12% KSWS 11/4 ron 2000 10.875 21750 14.313 28625 6875 -15 6860 32% LWIN 11/10 ron -200 92.000 -18400 85.000 -17000 1400 -15 1385 8% MAT 10/8 dan 3000 11.938 35813 13.875 41625 5813 -15 5798 16% MUEI var dan 6000 10.500 63000 10.375 62250 -750 -30 -780 -1% PETM 9/14 rick 10000 4.625 46250 3.938 39375 -6875 -30 -6905 -15% PIR 8/5 dan 5000 6.250 31250 6.750 33750 2500 -15 2485 8% PPOD 11/5 ron -2000 15.875 -31750 9.188 -18375 13375 -15 13360 42% PTEK 10/14 sue 4000 6.000 24000 5.969 23875 -125 -15 -140 -1% VLNC 10/27 paulm 2000 4.500 9000 5.500 11000 2000 -15 1985 22% VUSA 10/29 sue 3000 12.875 38625 12.000 36000 -2625 -15 -2640 -7% VUSA 11/9 sue 3000 11.250 33750 12.000 36000 2250 -15 2235 7% ZANY 10/29 paul m 1000 12.125 12125 11.000 11000 -1125 -15 -1140 -9% ZIXI 11/3 ron -500 45.000 -22500 38.625 -19313 3188 -15 3173 14% * * * * * 584048 668944 84896 -420 84476 14% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 582973 Less Holdings at Cost 584048 Equals Cash Balance 498925 Plus Holdings At Present Price 668944 Equals Total Portfolio Balance 1167868 Portfolio Change YTD 133.57%

To: Larry S. who wrote (3659)	11/10/1999 6:00:00 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 168.625 -25294 -2906 -15 -2921 CMRC 11/8 -100 331.000 -33100 317.750 -31775 1325 -15 1310 CMRC 11/5 -100 289.125 -28913 317.750 -31775 -2863 -15 -2878 CNXT 11/5 -500 49.500 -24750 58.563 -29281 -4531 -15 -4546 ICGE 11/10 -50 187.000 -9350 174.000 -8700 650 -15 635 ICGE 11/8 -50 186.000 -9300 174.000 -8700 600 -15 585 ICGE 11/5 -100 169.875 -16988 174.000 -17400 -413 -15 -428 JDSU 11/10 -100 186.000 -18600 189.250 -18925 -325 -15 -340 KIDE 11/8 -100 89.250 -8925 82.000 -8200 725 -15 710 KIDE 11/5 -300 81.438 -24431 82.000 -24600 -169 -15 -184 LWIN 11/10 -100 92.000 -9200 85.000 -8500 700 -15 685 LWIN 11/8 -100 87.000 -8700 85.000 -8500 200 -15 185 LWIN 11/5 -300 76.562 -22969 85.000 -25500 -2531 -15 -2546 PHCM 11/8 -50 284.250 -14213 288.500 -14425 -213 -15 -228 PHCM 11/5 -100 269.000 -26900 288.500 -28850 -1950 -15 -1965 QCOM 11/5 -100 294.375 -29438 319.500 -31950 -2513 -15 -2528 QLGC 11/10 -100 126.000 -12600 126.000 -12600 0 -15 -15 QLGC 11/5 -200 117.310 -23462 126.000 -25200 -1738 -15 -1753 VRSN 11/8 -50 173.000 -8650 152.250 -7613 1038 -15 1023 * * * * -352875 -367788 -14913 -285 -15198 Portfolio Summary Beg Bal 200000 Plus Gains Realized 6571 Less Holdings Gains/Losses -15198 Equals Total Portfolio Balance 191373 Portfolio Change YTD -4.31%