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

To: Ron McKinnon who wrote (3854)	1/1/2000 5:49:00 PM
From: Larry S.	Respond to of 11568

My Z positions: I would like to close out QCOM at 176 1/8 and ONT at 29. I would like to add 2,000 NOVL at its close of 40, and add 1,000 IDC at its close of 75. QCOM has had a great run, it is likely to continue to do well, but its recent run has been so humungous, that i want to cash it in. ONT has extremely attractive technology for full screen streaming broadband, but it extremely volatile and i prefer not to sponsor it right now. I still hold some personally. NOVL looks like it is set for a major break-out as it has become an internet stock, finally. IDC is poised to become a mini-or perhaps not so mini QCOM and while it make give back a bunch, think it will trade a lot higher. thanks sam for the idea. I would like to maintaint the current positions in CD and ABIZ and MRK. CD and ABIZ look great. MRK is a play on the beaten down drug sector and is likely for a beginning of year pop. would look to add stocks in the banking and airline sector for jan pop. larry