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

To: Paul Moerman who wrote (4938)	7/19/2000 6:23:03 PM
From: DanZ	Respond to of 11568

Status 7/19. It will be interesting to see how SNDK responds to its earnings tomorrow. If the stock isn't up, it could be trouble. If it is up on the open and moves lower during the day it could be trouble. SNDK ran into resistance at the upper daily bollinger band (75 1/2 to 76) and closed below its 20 day moving average today. I think that it has risk to the low 50s. Just my thoughts. I'm cautious short term on stocks that have had big runs. The market averages followed through to the downside today and pulled many stocks down with them. Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ % Close Close G/L G/L Days Port $ $ % Held ABIZ 6/26 ron 500 24.375 12188 0.6% 17.750 8875 -3313 -27% 23 ABIZ 6/29 ron 500 21.750 10875 0.6% 17.750 8875 -2000 -18% 20 ACRI 7/17 kelvin 2000 31.250 62500 3.7% 27.813 55625 -6875 -11% 2 AGIL 7/13 kelvin 1000 71.000 71000 4.0% 60.875 60875 -10125 -14% 6 AMES 6/30 ron 5000 7.750 38750 2.8% 8.500 42500 3750 10% 19 ANAD 7/19 kelvin 1000 40.125 40125 2.5% 37.438 37438 -2688 -7% 0 ARIA 7/14 dan 2000 11.688 23375 1.5% 11.250 22500 -875 -4% 5 ATHM 6/14 larry 4000 19.000 76000 5.0% 19.000 76000 0 0% 35 CELL 7/17 kelvin 5000 9.000 45000 3.0% 9.125 45625 625 1% 2 CLEC 6/29 sue 1000 15.125 15125 0.9% 13.813 13813 -1313 -9% 20 CRFH 7/19 sue 3000 8.625 25875 1.7% 8.438 25313 -563 -2% 0 CRN 6/15 paul z 5000 6.938 34688 2.1% 6.438 32188 -2500 -7% 34 GUMM var dan 10000 13.678 136775 7.9% 12.000 120000 -16775 -12% INCY 2/10 john s 100 170.000 17000 0.6% 93.375 9338 -7663 -45% 159 INTV 4/19 dan 2000 16.500 33000 0.9% 6.875 13750 -19250 -58% 90 INTV 5/17 dan 2000 15.063 30125 0.9% 6.875 13750 -16375 -54% 62 INTV 6/6 dan 2000 14.000 28000 0.9% 6.875 13750 -14250 -51% 43 INTV 6/7 dan 5000 6.875 34375 2.3% 6.875 34375 0 0% 42 LMG.A 5/12 larry 3000 22.031 66094 4.9% 24.750 74250 8156 12% 67 MLNM var john s 400 121.250 48500 2.9% 111.313 44525 -3975 -8% NEON 7/13 john s 1000 36.000 36000 2.1% 31.375 31375 -4625 -13% 6 NEON 7/17 paul m 1000 33.500 33500 2.1% 31.375 31375 -2125 -6% 2 NOPT 6/22 larry 1000 53.250 53250 3.3% 50.500 50500 -2750 -5% 27 ODP 7/18 bill 5000 6.575 32875 2.2% 6.625 33125 250 1% 1 OXHP 5/31 larry 3000 19.813 59438 4.9% 25.063 75188 15750 26% 49 PUMA 6/26 kelvin 1000 27.625 27625 1.6% 24.156 24156 -3469 -13% 23 PUMA 6/30 kelvin 1000 25.625 25625 1.6% 24.156 24156 -1469 -6% 19 QCOM 7/18 paul m 500 65.625 32813 2.1% 63.000 31500 -1313 -4% 1 QLGC 7/18 paul m 500 87.375 43688 2.8% 84.000 42000 -1688 -4% 1 SHLL 1/14 rick 15000 2.250 33750 1.7% 1.750 26250 -7500 -22% 185 SLE 7/14 larry 3000 20.375 61125 3.9% 19.875 59625 -1500 -2% 5 SNDK 7/18 paul m 500 67.625 33813 2.0% 60.000 30000 -3813 -11% 1 SNDK 7/19 paul m 500 59.875 29938 2.0% 60.000 30000 63 0% 0 SRV 5/22 bill 6000 3.250 19500 1.2% 3.063 18375 -1125 -6% 57 SRV 7/14 bill 6000 2.875 17250 1.2% 3.063 18375 1125 7% 5 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.250 6250 -2813 -31% 68 VISX 7/14 sue 1000 29.563 29563 1.8% 27.500 27500 -2063 -7% 5 VPHM 7/14 dan 1000 21.250 21250 1.4% 21.688 21688 438 2% 5 * * * * * 1449431 87.7% 1334800 -114631 -8% 30.3 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 318269 Less Holdings at Cost 1449431 Equals Cash Balance 187897 12.3% Plus Holdings At Close 1334800 Portfolio Balance 1522697 Portfolio Change YTD 15.44% Beg Balance 1/1/99 500000 Change since 1/1/99 204.54% YTD Change in Market Indices** DJIA -6.97% Nasdaq -0.34% S&P 500 +0.87% Russell 2000 +4.58%