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

To: Susan Saline who wrote (5546)	10/26/2000 1:28:57 PM
From: Paul Moerman	Respond to of 11568

ztrade: buying back 300 QLGC at 81 7/8

To: Susan Saline who wrote (5546)	10/26/2000 7:19:54 PM
From: DanZ	Read Replies (4) \| Respond to of 11568

Status 10/26. 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% 6.406 6406 -4469 -41% 38 0.219 AMES 7/26 ron 5000 6.235 31175 1.5% 4.188 20938 -10238 -33% 90 0.125 AMES 9/21 ron 5000 6.125 30625 1.5% 4.188 20938 -9688 -32% 35 0.125 AMES 9/22 ron 5000 5.688 28438 1.5% 4.188 20938 -7500 -26% 34 0.125 ANAD 7/19 kelvin 1000 40.125 40125 1.5% 19.750 19750 -20375 -51% 97 1.438 ANAD 9/15 kelvin 1000 24.563 24563 1.5% 19.750 19750 -4813 -20% 41 1.438 AVX 9/21 paul m 1000 28.750 28750 2.0% 26.813 26813 -1938 -7% 35 1.188 CD 9/28 larry 4000 11.125 44500 2.9% 9.938 39750 -4750 -11% 28 0.188 CELL 7/17 kelvin 5000 9.000 45000 2.1% 5.813 29063 -15938 -35% 99 0.031 CELL 8/16 kelvin 3000 5.000 15000 1.3% 5.813 17438 2438 16% 70 0.031 DELL 9/13 paul z 1000 37.250 37250 2.0% 27.750 27750 -9500 -26% 43 1.875 FJ 8/23 chrtser 800 32.000 25600 1.9% 31.500 25200 -400 -2% 63 0.000 FNV 7/27 ron 2000 10.500 21000 0.4% 2.438 4875 -16125 -77% 89 -0.500 FNV 8/15 ron 2000 9.188 18375 0.4% 2.438 4875 -13500 -73% 71 -0.500 FNV 8/16 ron 2000 8.000 16000 0.4% 2.438 4875 -11125 -70% 70 -0.500 FNV 8/24 ron 2000 6.500 13000 0.4% 2.438 4875 -8125 -63% 62 -0.500 FNV 10/20 ron 2000 3.750 7500 0.4% 2.438 4875 -2625 -35% 6 -0.500 FNV 10/26 sue 10000 2.438 24375 1.8% 2.438 24375 0 0% 0 -0.500 GUMM var dan 10000 13.678 136775 9.8% 13.375 133750 -3025 -2% 0.500 IFMX 9/22 dan 8000 4.375 35000 2.2% 3.813 30500 -4500 -13% 34 -0.125 INCY 2/10 john s 200 85.000 17000 0.5% 36.969 7394 -9606 -57% 256 1.219 INTV 4/19 dan 2000 16.500 33000 1.4% 9.781 19563 -13438 -41% 187 -0.031 INTV 9/22 dan 2000 10.500 21000 1.4% 9.781 19563 -1438 -7% 34 -0.031 ISSI 9/26 kelvin 2000 19.375 38750 1.9% 13.000 26000 -12750 -33% 30 -0.125 KEY 9/27 larry 2000 25.188 50375 3.4% 23.000 46000 -4375 -9% 29 -0.438 LMG.A 5/12 larry 3000 22.031 66094 3.7% 16.938 50813 -15281 -23% 164 -0.875 LUMT 9/11 chrtser 1000 7.125 7125 0.1% 2.000 2000 -5125 -72% 45 0.250 MLNM var john s 800 60.625 48500 4.3% 72.500 58000 9500 20% 4.938 MRVC 9/8 kelvin 500 63.125 31563 1.3% 35.438 17719 -13844 -44% 48 -0.875 MSFT 9/26 paul z 500 61.875 30938 2.4% 64.438 32219 1281 4% 30 3.188 MUEI 9/22 dan 2000 11.375 22750 1.0% 7.125 14250 -8500 -37% 34 0.281 MUEI 9/27 dan 2000 10.000 20000 1.0% 7.125 14250 -5750 -29% 29 0.281 MUEI 10/5 dan 4000 8.250 33000 2.1% 7.125 28500 -4500 -14% 21 0.281 NEON 7/13 john s 1000 36.000 36000 1.1% 14.438 14438 -21563 -60% 103 -0.250 NEON 10/3 john s 1000 18.000 18000 1.1% 14.438 14438 -3563 -20% 23 -0.250 NEON 9/22 paul m 1000 25.250 25250 1.1% 14.438 14438 -10813 -43% 34 -0.250 PMS 8/23 chrtser 2000 13.000 26000 2.0% 13.375 26750 750 3% 63 0.063 PPRO 10/26 kelvin 2000 23.000 46000 3.6% 24.750 49500 3500 8% 0 -2.500 PUMA 6/26 kelvin 1000 27.625 27625 1.0% 12.938 12938 -14688 -53% 120 0.000 PUMA 6/30 kelvin 1000 25.625 25625 1.0% 12.938 12938 -12688 -50% 116 0.000 QLGC 10/26 paul m 300 81.875 24563 2.1% 94.688 28406 3844 16% 0 5.938 RMDY 10/3 ron 1000 16.375 16375 1.3% 17.813 17813 1438 9% 23 0.000 SMTC 8/25 kelvin 1000 54.719 54719 2.4% 32.250 32250 -22469 -41% 61 3.500 SNDK 10/24 paul m 500 57.500 28750 2.0% 55.188 27594 -1156 -4% 2 5.000 SNDK 10/25 paul m 500 52.000 26000 2.0% 55.188 27594 1594 6% 1 5.000 SRV 5/22 bill 6000 3.250 19500 1.0% 2.250 13500 -6000 -31% 154 -0.063 SRV 7/14 bill 6000 2.875 17250 1.0% 2.250 13500 -3750 -22% 102 -0.063 SRV 9/13 bill 6000 2.500 15000 1.0% 2.250 13500 -1500 -10% 43 -0.063 SSTI 10/18 ron 1000 16.375 16375 1.6% 21.750 21750 5375 33% 8 1.313 SSTI 10/25 ron 1000 20.750 20750 1.6% 21.750 21750 1000 5% 1 1.313 TNO 10/2 john s 500 38.000 19000 1.4% 36.938 18469 -531 -3% 24 0.375 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.031 5156 -3906 -43% 165 0.031 TRAC 10/19 sue 10000 1.000 10000 0.8% 1.031 10313 313 3% 7 0.031 TSCM 10/18 ron 10000 2.875 28750 2.4% 3.281 32813 4063 14% 8 0.031 VLNC 10/24 paul m 2000 13.625 27250 1.8% 12.563 25125 -2125 -8% 2 0.063 * * * * * 1591863 93.9% 1278969 -312894 -20% 56.1 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 355418 Less Holdings at Cost 1591863 Equals Cash Balance 82615 6.1% Plus Holdings At Close 1278969 Portfolio Balance 1361584 Portfolio Change YTD 3.22% Beg Balance 1/1/99 500000 Change since 1/1/99 172.32% YTD Change in Market Indices** DJIA -9.72% Nasdaq -19.59% S&P 500 -7.13% Russell 2000 -4.95%