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

To: DanZ who wrote (6907)	12/26/2001 8:01:04 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Closed Positions through 12/26/01 Stock Date Sponsor # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held AFCI 12/13 kelvin 3000 18.400 55200 12/21 16.300 48900 -6300 -11% 8 INTU 12/14 kelvin 1000 41.100 41100 12/20 44.300 44300 3200 8% 6 NTAP 11/23 kelvin 1000 16.000 16000 12/20 23.600 23600 7600 48% 27 CPN 12/17 paul m 2000 12.500 25000 12/19 14.450 28900 3900 16% 2 AMGN 12/18 sue 1000 57.560 57560 12/19 57.750 57750 190 0% 1 SUNW 11/26 sue 2000 12.590 25180 12/20 12.000 24000 -1180 -5% 24 SUNW 12/14 sue 1000 12.450 12450 12/20 12.000 12000 -450 -4% 6

To: DanZ who wrote (6907)	12/26/2001 10:23:57 PM
From: Kelvin Taylor	Read Replies (1) \| Respond to of 11568

Dan, Thanks for all the work you have done this year on the Z port. We do have a slight positive gain YTD thus beating the major averages. I thought it would be useful to show where we currently stand as to each participant's holdings. By doing this my hope is we can talk about what each of us expects our stocks to do in the short term. It's easy to say it will do well "long term", but that is way too vague. What will make stocks down 25% or more gain in the next 1-3 months?