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

To: John Solder who wrote (5393)	10/3/2000 10:35:20 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 10/03. Z PORTFOLIO Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change ALLR 9/18 chrtser 1000 10.875 10875 0.5% 7.563 7563 -3313 -30% 15 -0.469 AMES 7/26 ron 5000 6.235 31175 1.9% 5.750 28750 -2425 -8% 67 -0.125 AMES 9/21 ron 5000 6.125 30625 1.9% 5.750 28750 -1875 -6% 12 -0.125 AMES 9/22 ron 5000 5.688 28438 1.9% 5.750 28750 313 1% 11 -0.125 ANAD 7/19 kelvin 1000 40.125 40125 1.2% 18.000 18000 -22125 -55% 74 -2.250 ANAD 9/15 kelvin 1000 24.563 24563 1.2% 18.000 18000 -6563 -27% 18 -2.250 ANAD 9/26 sue 2000 21.250 42500 2.4% 18.000 36000 -6500 -15% 7 -2.250 AVX 9/21 paul m 1000 28.750 28750 1.7% 25.375 25375 -3375 -12% 12 0.125 AVX 10/2 paul m 1000 25.125 25125 1.7% 25.375 25375 250 1% 1 0.125 BVSN 9/5 sue 2000 37.813 75625 2.7% 20.250 40500 -35125 -46% 28 -1.563 CD 9/28 larry 4000 11.125 44500 2.8% 10.188 40750 -3750 -8% 5 -0.438 CELL 7/17 kelvin 5000 9.000 45000 1.7% 5.125 25625 -19375 -43% 76 -0.031 CELL 8/16 kelvin 3000 5.000 15000 1.0% 5.125 15375 375 3% 47 -0.031 CMTN 9/28 ron 500 38.000 19000 1.2% 35.375 17688 -1313 -7% 5 0.875 DELL 9/13 paul z 1000 37.250 37250 1.9% 28.563 28563 -8688 -23% 20 -0.688 FJ 8/23 chrtser 800 32.000 25600 1.7% 31.250 25000 -600 -2% 40 0.688 FNV 7/27 ron 2000 10.500 21000 0.9% 6.375 12750 -8250 -39% 66 -0.125 FNV 8/15 ron 2000 9.188 18375 0.9% 6.375 12750 -5625 -31% 48 -0.125 FNV 8/16 ron 2000 8.000 16000 0.9% 6.375 12750 -3250 -20% 47 -0.125 FNV 8/24 ron 2000 6.500 13000 0.9% 6.375 12750 -250 -2% 39 -0.125 GUMM var dan 10000 13.678 136775 11.1% 16.438 164375 27600 20% -0.563 IBI 9/28 dan 2000 19.125 38250 2.7% 20.000 40000 1750 5% 5 0.125 IFMX 9/22 dan 8000 4.375 35000 2.1% 3.875 31000 -4000 -11% 11 -0.156 INCY 2/10 john s 200 85.000 17000 0.5% 37.500 7500 -9500 -56% 233 -2.250 INTV 4/19 dan 2000 16.500 33000 1.4% 10.500 21000 -12000 -36% 164 -0.172 INTV 9/22 dan 2000 10.500 21000 1.4% 10.500 21000 0 0% 11 -0.172 ISSI 9/26 kelvin 2000 19.375 38750 2.1% 15.250 30500 -8250 -21% 7 1.063 KEY 9/27 larry 2000 25.188 50375 3.5% 25.938 51875 1500 3% 6 0.500 LIT 9/6 chrtser 500 41.625 20813 1.5% 45.000 22500 1688 8% 27 1.000 LMG.A 5/12 larry 3000 22.031 66094 3.7% 18.063 54188 -11906 -18% 141 -0.313 LUMT 9/11 chrtser 1000 7.125 7125 0.2% 2.750 2750 -4375 -61% 22 -0.188 MLNM var john s 400 121.250 48500 3.8% 140.750 56300 7800 16% 4.938 MRVC 9/8 kelvin 500 63.125 31563 1.5% 45.375 22688 -8875 -28% 25 -0.875 MSFT 9/26 paul z 500 61.875 30938 1.9% 56.563 28281 -2656 -9% 7 -2.563 MUEI 9/22 dan 2000 11.375 22750 1.2% 8.813 17625 -5125 -23% 11 -0.188 MUEI 9/27 dan 2000 10.000 20000 1.2% 8.813 17625 -2375 -12% 6 -0.188 NEON 7/13 john s 1000 36.000 36000 1.2% 18.000 18000 -18000 -50% 80 -3.250 NEON 9/22 paul m 1000 25.250 25250 1.2% 18.000 18000 -7250 -29% 11 -3.250 NEON 10/3 john s 1000 18.000 18000 1.2% 18.000 18000 0 0% 0 -3.250 PMS 8/23 chrtser 2000 13.000 26000 1.8% 13.375 26750 750 3% 40 0.063 PUMA 6/26 kelvin 1000 27.625 27625 1.2% 17.063 17063 -10563 -38% 97 -2.188 PUMA 6/30 kelvin 1000 25.625 25625 1.2% 17.063 17063 -8563 -33% 93 -2.188 QLGC 9/29 paul m 200 88.625 17725 1.1% 78.688 15738 -1988 -11% 4 -8.625 RAD 8/14 dan 8000 4.500 36000 2.2% 4.063 32500 -3500 -10% 49 0.125 RMDY 7/28 ron 2000 20.500 41000 2.1% 15.875 31750 -9250 -23% 65 -1.563 RMDY 10/3 ron 1000 16.375 16375 1.1% 15.875 15875 -500 -3% 0 -1.563 SBC 9/8 chrtser 500 43.750 21875 1.7% 49.938 24969 3094 14% 25 -0.125 SHLL 1/14 rick 15000 2.250 33750 1.3% 1.250 18750 -15000 -44% 259 0.000 SKS 9/28 ron 4000 9.250 37000 2.6% 9.438 37750 750 2% 5 -0.125 SMTC 8/25 kelvin 1000 54.719 54719 2.6% 39.000 39000 -15719 -29% 38 -1.188 SRV 5/22 bill 6000 3.250 19500 1.0% 2.563 15375 -4125 -21% 131 0.125 SRV 7/14 bill 6000 2.875 17250 1.0% 2.563 15375 -1875 -11% 79 0.125 SRV 9/13 bill 6000 2.500 15000 1.0% 2.563 15375 375 3% 20 0.125 SSTI 10/3 ron 1000 24.125 24125 1.6% 23.000 23000 -1125 -5% 0 -2.188 TNO 10/2 john s 500 38.000 19000 1.3% 38.063 19031 31 0% 1 -1.938 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.188 5938 -3125 -34% 142 -0.063 * * * * * 1731338 99.9% 1475569 -255769 -15% 45.4 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 413812 Less Holdings at Cost 1731338 Equals Cash Balance 1534 0.1% Plus Holdings At Close 1475569 Portfolio Balance 1477102 Portfolio Change YTD 11.98% Beg Balance 1/1/99 500000 Change since 1/1/99 195.42% YTD Change in Market Indices** DJIA -6.76% Nasdaq -15.08% S&P 500 -2.91% Russell 2000 +0.11%