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

To: Paul Moerman who wrote (4958)	7/25/2000 9:23:32 PM
From: DanZ	Read Replies (2) \| Respond to of 11568

Status 7/25. 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% 17.000 8500 -3688 -30% 29 ABIZ 6/29 ron 500 21.750 10875 0.6% 17.000 8500 -2375 -22% 26 ABIZ 7/24 ron 1000 17.125 17125 1.1% 17.000 17000 -125 -1% 1 ACRI 7/17 kelvin 2000 31.250 62500 3.8% 28.000 56000 -6500 -10% 8 AGIL 7/13 kelvin 1000 71.000 71000 3.9% 57.250 57250 -13750 -19% 12 AMES 6/30 ron 5000 7.750 38750 2.8% 8.219 41094 2344 6% 25 ANAD 7/19 kelvin 1000 40.125 40125 1.9% 28.406 28406 -11719 -29% 6 ARIA 7/14 dan 2000 11.688 23375 1.3% 9.375 18750 -4625 -20% 11 CELL 7/17 kelvin 5000 9.000 45000 3.0% 8.813 44063 -938 -2% 8 CLEC 6/29 sue 1000 15.125 15125 1.0% 14.188 14188 -938 -6% 26 CRFH 7/19 sue 3000 8.625 25875 1.5% 7.250 21750 -4125 -16% 6 CRN 6/15 paul z 5000 6.938 34688 2.1% 6.125 30625 -4063 -12% 40 GLW 7/24 larry 400 255.063 102025 7.0% 259.000 103600 1575 2% 1 GUMM var dan 10000 13.678 136775 8.8% 13.000 130000 -6775 -5% IFMX 7/19 dan 8000 4.438 35500 2.4% 4.500 36000 500 1% 6 INCY 2/10 john s 100 170.000 17000 0.6% 89.750 8975 -8025 -47% 165 INTV 4/19 dan 2000 16.500 33000 0.9% 7.000 14000 -19000 -58% 96 INTV 5/17 dan 2000 15.063 30125 0.9% 7.000 14000 -16125 -54% 68 INTV 6/6 dan 2000 14.000 28000 0.9% 7.000 14000 -14000 -50% 49 INTV 6/7 dan 5000 6.875 34375 2.4% 7.000 35000 625 2% 48 LMG.A 5/12 larry 3000 22.031 66094 4.8% 23.813 71438 5344 8% 73 MLNM var john s 400 121.250 48500 2.9% 108.063 43225 -5275 -11% MUEI 7/25 dan 2000 10.625 21250 1.4% 10.688 21375 125 1% 0 NEON 7/13 john s 1000 36.000 36000 1.9% 28.438 28438 -7563 -21% 12 NEON 7/17 paul m 1000 33.500 33500 1.9% 28.438 28438 -5063 -15% 8 NEON 7/24 paul m 1000 28.688 28688 1.9% 28.438 28438 -250 -1% 1 NOPT 6/22 larry 1000 53.250 53250 3.3% 48.250 48250 -5000 -9% 33 ODP 7/18 bill 5000 6.575 32875 2.2% 6.500 32500 -375 -1% 7 PUMA 6/26 kelvin 1000 27.625 27625 1.5% 22.688 22688 -4938 -18% 29 PUMA 6/30 kelvin 1000 25.625 25625 1.5% 22.688 22688 -2938 -11% 25 QCOM 7/18 paul m 500 65.625 32813 2.3% 68.375 34188 1375 4% 7 QLGC 7/18 paul m 500 87.375 43688 2.8% 83.688 41844 -1844 -4% 7 SHLL 1/14 rick 15000 2.250 33750 1.5% 1.500 22500 -11250 -33% 191 SNDK 7/21 paul m 500 67.625 33813 2.4% 70.938 35469 1656 5% 4 SRV 5/22 bill 6000 3.250 19500 1.1% 2.688 16125 -3375 -17% 63 SRV 7/14 bill 6000 2.875 17250 1.1% 2.688 16125 -1125 -7% 11 SV 7/24 larry 2000 50.063 100125 6.7% 49.813 99625 -500 0% 1 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.219 6094 -2969 -33% 74 VISX 7/14 sue 1000 29.563 29563 1.6% 23.938 23938 -5625 -19% 11 VPHM 7/14 dan 1000 21.250 21250 1.3% 18.563 18563 -2688 -13% 11 VSH 7/25 paul m 1000 35.250 35250 2.4% 35.250 35250 0 0% 0 * * * * * 1562894 94.5% 1398894 -164000 -10% 30.7 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 324956 Less Holdings at Cost 1562894 Equals Cash Balance 81122 5.5% Plus Holdings At Close 1398894 Portfolio Balance 1480015 Portfolio Change YTD 12.20% Beg Balance 1/1/99 500000 Change since 1/1/99 196.00% YTD Change in Market Indices** DJIA -6.93% Nasdaq -0.98% S&P 500 +0.36% Russell 2000 +1.90%