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

To: Ron McKinnon who wrote (5510)	10/20/2000 6:44:20 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 10/20. 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% 6.500 6500 -4375 -40% 32 -0.125 AMES 7/26 ron 5000 6.235 31175 1.4% 4.000 20000 -11175 -36% 84 0.125 AMES 9/21 ron 5000 6.125 30625 1.4% 4.000 20000 -10625 -35% 29 0.125 AMES 9/22 ron 5000 5.688 28438 1.4% 4.000 20000 -8438 -30% 28 0.125 ANAD 7/19 kelvin 1000 40.125 40125 1.5% 20.688 20688 -19438 -48% 91 0.750 ANAD 9/15 kelvin 1000 24.563 24563 1.5% 20.688 20688 -3875 -16% 35 0.750 AVX 9/21 paul m 1000 28.750 28750 2.1% 29.875 29875 1125 4% 29 3.000 CD 9/28 larry 4000 11.125 44500 2.8% 9.813 39250 -5250 -12% 22 0.063 CELL 7/17 kelvin 5000 9.000 45000 1.9% 5.219 26094 -18906 -42% 93 0.156 CELL 8/16 kelvin 3000 5.000 15000 1.1% 5.219 15656 656 4% 64 0.156 DELL 9/13 paul z 1000 37.250 37250 2.0% 28.438 28438 -8813 -24% 37 -0.375 FJ 8/23 chrtser 800 32.000 25600 1.8% 31.375 25100 -500 -2% 57 0.000 FNV 7/27 ron 2000 10.500 21000 0.5% 3.563 7125 -13875 -66% 83 -0.188 FNV 8/15 ron 2000 9.188 18375 0.5% 3.563 7125 -11250 -61% 65 -0.188 FNV 8/16 ron 2000 8.000 16000 0.5% 3.563 7125 -8875 -55% 64 -0.188 FNV 8/24 ron 2000 6.500 13000 0.5% 3.563 7125 -5875 -45% 56 -0.188 FNV 10/20 ron 2000 3.750 7500 0.5% 3.563 7125 -375 -5% 0 -0.188 GUMM var dan 10000 13.678 136775 10.7% 14.938 149375 12600 9% 0.125 IFMX 9/22 dan 8000 4.375 35000 2.4% 4.250 34000 -1000 -3% 28 -0.125 INCY 2/10 john s 200 85.000 17000 0.5% 37.813 7563 -9438 -56% 250 4.063 INTV 4/19 dan 2000 16.500 33000 1.4% 9.500 19000 -14000 -42% 181 0.813 INTV 9/22 dan 2000 10.500 21000 1.4% 9.500 19000 -2000 -10% 28 0.813 ISSI 9/26 kelvin 2000 19.375 38750 2.3% 15.875 31750 -7000 -18% 24 2.813 KEY 9/27 larry 2000 25.188 50375 3.2% 22.500 45000 -5375 -11% 23 -0.063 LIT 9/6 chrtser 500 41.625 20813 1.8% 50.563 25281 4469 21% 44 4.813 LMG.A 5/12 larry 3000 22.031 66094 3.4% 15.750 47250 -18844 -29% 158 -0.188 LUMT 9/11 chrtser 1000 7.125 7125 0.1% 1.750 1750 -5375 -75% 39 0.000 MLNM var john s 800 60.625 48500 4.0% 70.000 56000 7500 15% -2.125 MRVC 9/8 kelvin 500 63.125 31563 1.5% 41.125 20563 -11000 -35% 42 1.188 MSFT 9/26 paul z 500 61.875 30938 2.3% 65.188 32594 1656 5% 24 3.313 MUEI 9/22 dan 2000 11.375 22750 1.0% 7.234 14469 -8281 -36% 28 0.109 MUEI 9/27 dan 2000 10.000 20000 1.0% 7.234 14469 -5531 -28% 23 0.109 MUEI 10/5 dan 4000 8.250 33000 2.1% 7.234 28938 -4063 -12% 15 0.109 NEON 7/13 john s 1000 36.000 36000 1.1% 16.000 16000 -20000 -56% 97 -0.250 NEON 10/3 john s 1000 18.000 18000 1.1% 16.000 16000 -2000 -11% 17 -0.250 NEON 9/22 paul m 1000 25.250 25250 1.1% 16.000 16000 -9250 -37% 28 -0.250 PMS 8/23 chrtser 2000 13.000 26000 1.9% 13.375 26750 750 3% 57 0.063 PUMA 6/26 kelvin 1000 27.625 27625 1.1% 15.000 15000 -12625 -46% 114 0.500 PUMA 6/30 kelvin 1000 25.625 25625 1.1% 15.000 15000 -10625 -41% 110 0.500 RMDY 10/3 ron 1000 16.375 16375 1.5% 21.000 21000 4625 28% 17 1.063 SMTC 8/25 kelvin 1000 54.719 54719 2.6% 37.000 37000 -17719 -32% 55 4.688 SRV 5/22 bill 6000 3.250 19500 1.0% 2.313 13875 -5625 -29% 148 0.188 SRV 7/14 bill 6000 2.875 17250 1.0% 2.313 13875 -3375 -20% 96 0.188 SRV 9/13 bill 6000 2.500 15000 1.0% 2.313 13875 -1125 -8% 37 0.188 SSTI 10/3 ron 1000 24.125 24125 1.6% 22.250 22250 -1875 -8% 17 1.750 SSTI 10/18 ron 1000 16.375 16375 1.6% 22.250 22250 5875 36% 2 1.750 TER 10/17 chrtser 500 26.125 13063 1.0% 28.188 14094 1031 8% 3 0.688 TNO 10/2 john s 500 38.000 19000 1.3% 36.000 18000 -1000 -5% 18 0.563 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.031 5156 -3906 -43% 159 -0.031 TRAC 10/19 sue 10000 1.000 10000 0.7% 1.031 10313 313 3% 1 -0.031 TSCM 10/18 ron 10000 2.875 28750 2.4% 3.375 33750 5000 17% 2 0.188 * * * * * 1452175 84.9% 1185100 -267075 -18% 56.2 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 344325 Less Holdings at Cost 1452175 Equals Cash Balance 211209 15.1% Plus Holdings At Close 1185100 Portfolio Balance 1396309 Portfolio Change YTD 5.86% Beg Balance 1/1/99 500000 Change since 1/1/99 179.26% YTD Change in Market Indices** DJIA -11.05% Nasdaq -14.40% S&P 500 -4.92% Russell 2000 -3.43%

To: Ron McKinnon who wrote (5510)	10/20/2000 7:11:26 PM
From: Susan Saline	Read Replies (1) \| Respond to of 11568

Message 13159330

To: Ron McKinnon who wrote (5510)	10/21/2000 12:25:26 PM
From: pz	Read Replies (3) \| Respond to of 11568

Ron, <<<buy 2000 FNV 3.75 just to be stupid>>> Since Sue wants us all to be more open when we talk about each others picks.... When I saw you first playing FNV it reminded me of ARM. I watched ARM fall from around 4 to 1 and bought some at 1 thinking that it couldn't go any lower. Well, unfortunately the company went bankrupt and they sold off small pieces of the company, which meant there wasn't anything left for the shareholders. You know more about the financial conditon of FNV than I'm sure that I'll ever know, but I just thought I'd throw in my 2 cents worth. Paul P.S. I haven't forgotten your minerals/fossils.