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

To: John Solder who wrote (4784)	6/28/2000 10:50:00 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 6/28. We are up 11.25% for the year. If I'm not mistaken, this is the most that we've been up since starting the run. WTG, everyone. Sue, nice exit on EEEE. See, it helps to get out of bed early sometimes. Oops, we won't go there. lol Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ % Close Close G/L G/L Days Port $ $ % Held ABIZ 6/26 ron 500 24 3/8 12188 0.8% 24.188 12094 -94 -1% 2 ATHM 6/14 larry 4000 19.000 76000 5.4% 19.813 79250 3250 4% 14 CEGE 6/23 kelvin 2000 27.625 55250 3.7% 27.250 54500 -750 -1% 5 CHIR 6/27 kelvin 1000 47.625 47625 3.3% 47.938 47938 313 1% 1 CMGI 6/2 larry 1000 56.000 56000 3.4% 49.313 49313 -6688 -12% 26 CRN 6/15 paul z 5000 6.938 34688 2.4% 6.938 34688 0 0% 13 ECLP 6/13 dan 5000 6.625 33125 2.4% 7.125 35625 2500 8% 15 GUMM var dan 10000 13.678 136775 8.8% 12.875 128750 -8025 -6% HON 6/26 paul z 1000 34.438 34438 2.3% 34.063 34063 -375 -1% 2 INCY 2/10 john s 100 170.000 17000 0.6% 94.000 9400 -7600 -45% 138 INTV 4/19 dan 2000 16.500 33000 0.9% 6.688 13375 -19625 -59% 69 INTV 5/17 dan 2000 15.063 30125 0.9% 6.688 13375 -16750 -56% 41 INTV 6/6 dan 2000 14.000 28000 0.9% 6.688 13375 -14625 -52% 22 INTV 6/7 dan 5000 6.875 34375 2.3% 6.688 33438 -938 -3% 21 ISLD 6/21 kelvin 1000 43.125 43125 3.1% 45.875 45875 2750 6% 7 KANA 5/18 sue 1000 41.000 41000 3.9% 56.500 56500 15500 38% 40 LMG.A 5/12 larry 3000 22.031 66094 5.1% 25.000 75000 8906 13% 46 MLNM var john s 400 121.250 48500 3.7% 134.000 53600 5100 11% MSFT 6/7 larry 1000 68.875 68875 5.4% 78.938 78938 10063 15% 21 NOPT 6/22 larry 1000 53.250 53250 4.6% 67.375 67375 14125 27% 6 NTAP 6/22 kelvin 1000 86.625 86625 5.6% 82.563 82563 -4063 -5% 6 NXTL 6/28 kelvin 500 61.500 30750 2.1% 61.188 30594 -156 -1% 0 OXHP 5/31 larry 3000 19.813 59438 4.9% 24.000 72000 12563 21% 28 PUMA 6/26 kelvin 1000 27.625 27625 2.0% 28.875 28875 1250 5% 2 SBAS 6/6 kelvin 5000 5.750 28750 3.1% 8.969 44844 16094 56% 22 SHLL 1/14 rick 15000 2.250 33750 1.7% 1.625 24375 -9375 -28% 164 SNDK 6/28 paul m 500 57.000 28500 1.9% 57.000 28500 0 0% 0 SRV 5/22 bill 6000 3.250 19500 1.4% 3.438 20625 1125 6% 36 TRAC 5/11 sue 5000 1.813 9063 0.5% 1.406 7031 -2031 -22% 47 VERT 5/18 sue 1000 42.250 42250 2.6% 38.063 38063 -4188 -10% 40 * * * * * 1315681 89.5% 1313938 -1744 0% 29.8 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 150113 Less Holdings at Cost 1315681 Equals Cash Balance 153490 10.5% Plus Holdings At Close 1313938 Portfolio Balance 1467428 Portfolio Change YTD 11.25% Beg Balance 1/1/99 500000 Change since 1/1/99 193.49% YTD Change in Market Indices** DJIA -8.43% Nasdaq -3.17% S&P 500 -0.98% Russell 2000 +3.22%

To: John Solder who wrote (4784)	6/28/2000 11:35:00 PM
From: Ron McKinnon	Respond to of 11568

John, thanks i think you hit this right on that's why I'm legging in real small to start my 'ol 1/6,1/3,1/2 method keeps one from getting hurt real bad on an early entry and allows you to hold for a while my guess is I'll do the next leg at 148 and the third at maybe 165 ish if it gets there if not then this one may be ok looking to cover at say 113 (unless) PS Larry you bet the Z is a lot better since Dan took over I hope it keeps going up for the next 3 years under his accounting pencil good job guys; green is a pretty color PSS Larry I'm back on GLW again at 267.125 hope I don't panic out even this go-round