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

To: Larry S. who wrote (5601)	11/6/2000 11:45:05 PM
From: DanZ	Read Replies (4) \| Respond to of 11568

Status 11/06. 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 0.6% 8.094 8094 -2781 -26% 48 0.031 AMES 9/3 ron 5000 6.016 30080 1.6% 4.781 23906 -6174 -21% 63 0.063 ANAD 7/19 kelvin 1000 40.125 40125 1.6% 22.875 22875 -17250 -43% 107 -2.625 ANAD 9/15 kelvin 1000 24.563 24563 1.6% 22.875 22875 -1688 -7% 51 -2.625 AVX 9/21 paul m 1000 28.750 28750 1.9% 27.375 27375 -1375 -5% 45 -0.625 CD 9/28 larry 4000 11.125 44500 3.4% 12.563 50250 5750 13% 38 0.000 CELL 7/17 kelvin 5000 9.000 45000 2.3% 6.750 33750 -11250 -25% 109 -0.188 DELL 9/13 paul z 1000 37.250 37250 2.1% 31.500 31500 -5750 -15% 53 -1.063 EOG 11/1 larry 1500 42.875 64313 4.1% 39.875 59813 -4500 -7% 5 -0.625 FJ 8/23 chrtser 800 32.000 25600 1.8% 33.438 26750 1150 4% 73 0.188 FNV 8/13 ron 8000 8.547 68376 1.6% 3.000 24000 -44376 -65% 83 -0.250 FNV 10/20 ron 2000 3.750 7500 0.4% 3.000 6000 -1500 -20% 16 -0.250 FNV 10/26 sue 10000 2.438 24375 2.0% 3.000 30000 5625 23% 10 -0.250 GUMM var dan 10000 13.678 136775 7.7% 11.250 112500 -24275 -18% -0.750 IFMX 9/22 dan 8000 4.375 35000 2.4% 4.344 34750 -250 -1% 44 -0.094 INCY 2/10 john s 200 85.000 17000 0.5% 35.000 7000 -10000 -59% 266 -2.500 INCY 11/2 john s 500 38.000 19000 1.2% 35.000 17500 -1500 -8% 4 -2.500 INTV 4/19 dan 2000 16.500 33000 1.4% 10.500 21000 -12000 -36% 197 0.625 INTV 9/22 dan 2000 10.500 21000 1.4% 10.500 21000 0 0% 44 0.625 ISSI 9/26 kelvin 2000 19.375 38750 1.9% 13.688 27375 -11375 -29% 40 0.000 ISSI 11/3 kelvin 1000 13.250 13250 0.9% 13.688 13688 438 3% 3 0.000 LMG.A 5/12 larry 3000 22.031 66094 3.8% 18.813 56438 -9656 -15% 174 0.000 LUMT 9/11 chrtser 1000 7.125 7125 0.1% 1.781 1781 -5344 -75% 55 0.000 MRVC 9/8 kelvin 500 63.125 31563 1.3% 37.328 18664 -12898 -41% 58 -1.984 MSFT 9/26 paul z 500 61.875 30938 2.4% 69.500 34750 3813 12% 40 1.250 MUEI 9/22 dan 2000 11.375 22750 1.1% 8.000 16000 -6750 -30% 44 -0.078 MUEI 9/27 dan 2000 10.000 20000 1.1% 8.000 16000 -4000 -20% 39 -0.078 MUEI 10/5 dan 4000 8.250 33000 2.2% 8.000 32000 -1000 -3% 31 -0.078 NEON 7/13 john s 1000 36.000 36000 1.1% 16.188 16188 -19813 -55% 113 -1.438 NEON 10/3 john s 1000 18.000 18000 1.1% 16.188 16188 -1813 -10% 33 -1.438 NEON 9/22 paul m 1000 25.250 25250 1.1% 16.188 16188 -9063 -36% 44 -1.438 PMS 8/23 chrtser 2000 13.000 26000 1.8% 13.375 26750 750 3% 73 0.063 PUMA 6/26 kelvin 1000 27.625 27625 1.0% 15.375 15375 -12250 -44% 130 -1.375 PUMA 6/30 kelvin 1000 25.625 25625 1.0% 15.375 15375 -10250 -40% 126 -1.375 SMTC 8/25 kelvin 1000 54.719 54719 2.0% 29.063 29063 -25656 -47% 71 -0.813 SRV 5/22 bill 6000 3.250 19500 0.9% 2.250 13500 -6000 -31% 164 -0.063 SRV 7/14 bill 6000 2.875 17250 0.9% 2.250 13500 -3750 -22% 112 -0.063 SRV 9/13 bill 6000 2.500 15000 0.9% 2.250 13500 -1500 -10% 53 -0.063 SSTI 10/18 ron 1000 16.375 16375 1.5% 22.641 22641 6266 38% 18 -0.109 TER 10/31 chrtser 500 32.375 16188 1.1% 32.500 16250 63 0% 6 0.375 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.188 5938 -3125 -34% 175 -0.031 TRAC 10/19 sue 10000 1.000 10000 0.8% 1.188 11875 1875 19% 17 -0.031 TSCM 10/18 ron 10000 2.875 28750 3.0% 4.406 44063 15313 53% 18 0.313 VLNC 10/24 paul m 2000 13.625 27250 1.9% 13.750 27500 250 1% 12 -0.500 * * * * * 1349144 75.0% 1101523 -247620 -18% 67.6 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 396665 Less Holdings at Cost 1349144 Equals Cash Balance 366580 25.0% Plus Holdings At Close 1101523 Portfolio Balance 1468104 Portfolio Change YTD 11.30% Beg Balance 1/1/99 500000 Change since 1/1/99 193.62% YTD Change in Market Indices** DJIA -4.52% Nasdaq -16.05% S&P 500 -2.52% Russell 2000 -0.16%