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

To: Ron McKinnon who wrote (4996)	7/31/2000 7:13:14 PM
From: DanZ	Read Replies (2) \| Respond to of 11568

Status 7/31. Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ % Close Close G/L G/L Days Port $ $ % Held ABIZ 6/26 ron 500 24.375 12188 0.5% 14.375 7188 -5000 -41% 35 ABIZ 6/29 ron 500 21.750 10875 0.5% 14.375 7188 -3688 -34% 32 ABIZ 7/24 ron 1000 17.125 17125 1.0% 14.375 14375 -2750 -16% 7 ACRI 7/17 kelvin 2000 31.250 62500 4.1% 28.500 57000 -5500 -9% 14 AGIL 7/13 kelvin 1000 71.000 71000 4.0% 55.313 55313 -15688 -22% 18 AMES 6/30 ron 5000 7.750 38750 2.5% 7.125 35625 -3125 -8% 30 AMES 7/31 ron 5000 6.625 33125 2.5% 7.125 35625 2500 8% 0 ANAD 7/19 kelvin 1000 40.125 40125 1.9% 26.438 26438 -13688 -34% 12 ANAD 7/27 ron 1000 23.875 23875 1.9% 26.438 26438 2563 11% 4 ARIA 7/14 dan 2000 11.688 23375 1.3% 9.375 18750 -4625 -20% 17 CELL 7/17 kelvin 5000 9.000 45000 1.9% 5.438 27188 -17813 -40% 14 CLEC 6/29 sue 1000 15.125 15125 0.9% 12.000 12000 -3125 -21% 32 CRFH 7/19 sue 3000 8.625 25875 1.3% 6.281 18844 -7031 -27% 12 CRN 6/15 paul z 5000 6.938 34688 2.3% 6.438 32188 -2500 -7% 46 FNV 7/27 ron 2000 10.500 21000 1.6% 11.000 22000 1000 5% 4 GUMM var dan 10000 13.678 136775 9.3% 13.000 130000 -6775 -5% IFMX 7/19 dan 8000 4.438 35500 2.6% 4.469 35750 250 1% 12 INCY 2/10 john s 100 170.000 17000 0.5% 75.813 7581 -9419 -55% 171 INTV 4/19 dan 2000 16.500 33000 0.9% 6.375 12750 -20250 -61% 102 INTV 5/17 dan 2000 15.063 30125 0.9% 6.375 12750 -17375 -58% 74 INTV 6/6 dan 2000 14.000 28000 0.9% 6.375 12750 -15250 -54% 55 INTV 6/7 dan 5000 6.875 34375 2.3% 6.375 31875 -2500 -7% 54 LMG.A 5/12 larry 3000 22.031 66094 4.8% 22.250 66750 656 1% 79 MLNM var john s 400 121.250 48500 2.8% 96.250 38500 -10000 -21% MUEI 7/25 dan 2000 10.625 21250 1.5% 10.563 21125 -125 -1% 6 MUEI 7/31 dan 2000 9.750 19500 1.5% 10.563 21125 1625 8% 0 NEON 7/13 john s 1000 36.000 36000 1.8% 25.000 25000 -11000 -31% 18 NEON 7/17 paul m 1000 33.500 33500 1.8% 25.000 25000 -8500 -25% 14 NEON 7/24 paul m 1000 28.688 28688 1.8% 25.000 25000 -3688 -13% 7 NOPT 6/22 larry 1000 53.250 53250 3.0% 42.063 42063 -11188 -21% 39 ODP 7/18 bill 5000 6.575 32875 2.2% 6.250 31250 -1625 -5% 13 PUMA 6/26 kelvin 1000 27.625 27625 1.4% 20.000 20000 -7625 -28% 35 PUMA 6/30 kelvin 1000 25.625 25625 1.4% 20.000 20000 -5625 -22% 30 QCOM 7/18 paul m 500 65.625 32813 2.3% 64.938 32469 -344 -1% 13 QLGC 7/18 paul m 500 87.375 43688 2.7% 74.500 37250 -6438 -15% 13 RMDY 7/28 ron 2000 20.500 41000 3.2% 22.063 44125 3125 8% 3 SHLL 1/14 rick 15000 2.250 33750 1.7% 1.563 23438 -10313 -31% 197 SNDK 7/21 paul m 500 67.625 33813 2.3% 63.750 31875 -1938 -6% 10 SNDK 7/28 paul m 500 62.750 31375 2.3% 63.750 31875 500 2% 3 SRV 5/22 bill 6000 3.250 19500 1.1% 2.563 15375 -4125 -21% 69 SRV 7/14 bill 6000 2.875 17250 1.1% 2.563 15375 -1875 -11% 17 SV 7/24 larry 2000 50.063 100125 6.3% 44.063 88125 -12000 -12% 7 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.063 5313 -3750 -41% 80 VISX 7/14 sue 1000 29.563 29563 1.8% 25.188 25188 -4375 -15% 17 VPHM 7/14 dan 1000 21.250 21250 1.3% 18.000 18000 -3250 -15% 17 VSH 7/25 paul m 1000 35.250 35250 2.2% 31.000 31000 -4250 -12% 6 * * * * * 1630744 98.3% 1374831 -255913 -16% 32.7 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 335656 Less Holdings at Cost 1630744 Equals Cash Balance 23972 1.7% Plus Holdings At Close 1374831 Portfolio Balance 1398803 Portfolio Change YTD 6.05% Beg Balance 1/1/99 500000 Change since 1/1/99 179.76% YTD Change in Market Indices** DJIA -8.48% Nasdaq -7.43% S&P 500 -2.61% Russell 2000 -0.81%