To: Larry S. who wrote (6959 ) 1/5/2002 4:31:20 PM From: DanZ Read Replies (3) | Respond to of 11568 Z Portfolio 2001 Statistics __________________________________________________________________________________________________ Bill Closed Positions 2001 Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held AYE 2/16 1000 46.070 46070 6/21 46.700 46700 630 1% 125 AYE 2/16 500 47.570 23785 12/27 35.700 17850 -5935 -25% 314 AYE 7/23 500 43.500 21750 12/27 35.700 17850 -3900 -18% 157 CSV 3/28 7000 2.900 20300 5/22 5.770 40390 20090 99% 55 SRV 5/22 6000 1.750 10500 2/26 3.720 22320 11820 113% 280 SRV 7/14 6000 1.750 10500 3/8 4.350 26100 15600 149% 237 SRV 9/13 6000 1.750 10500 5/9 4.710 28260 17760 169% 238 Closed Open Total # of trades 7 3 10 Winners 5 71% 2 67% 7 70% Losers 2 29% 1 33% 3 30% Unch 0 0% 0 0% 0 0% Avg cost/trade 20486 17538 19602 Total Gain/Loss 56065 5308 61373 Avg profit $ 8009 1769 6137 Avg profit % 39.1% 10.1% 31.3% Avg hold period 200.9 days 221.7 days 207.1 days ___________________________________________________________________________________________________ Chartseer Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held SAPE 3/5 1000 10.750 10750 12/31 7.720 7720 -3030 -28% 301 Closed Open Total # of trades 1 0 1 Winners 0 0% 0 0% 0 0% Losers 1 100% 0 0% 1 100% Unch 0 0% 0 0% 0 0% Avg cost/trade 10750 0 10750 Total Gain/Loss -3030 0 -3030 Avg profit $ -3030 0 -3030 Avg profit % -28.2% 0.0% -28.2% Avg hold period 301.0 days 0.0 days 301.0 days ___________________________________________________________________________________________________ Dan Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held ERICY 6/12 5000 4.960 24800 11/19 5.520 27600 2800 11% 160 IFMX 9/22 8000 2.969 23750 1/25 6.188 49500 25750 108% 125 INTC 1/18 1200 30.375 36450 1/19 33.625 40350 3900 11% 1 INTV 4/19 2000 7.250 14500 1/19 10.188 20375 5875 41% 275 INTV 9/22 2000 7.250 14500 5/2 11.300 22600 8100 56% 222 MUEI 9/22 2000 3.906 7813 8/17 1.540 3080 -4733 -61% 329 MUEI 9/27 2000 3.906 7813 8/17 1.540 3080 -4733 -61% 324 MUEI 10/5 4000 3.906 15625 8/17 1.540 6160 -9465 -61% 316 RATL 5/4 1500 21.150 31725 5/18 25.150 37725 6000 19% 14 SPWX 1/9 1000 21.625 21625 1/11 26.250 26250 4625 21% 2 SPWX 8/17 1500 7.910 11865 8/29 9.230 13845 1980 17% 12 SPWX 9/7 1500 6.740 10110 10/26 7.410 11115 1005 10% 49 SPWX 11/5 1500 7.220 10830 11/8 8.420 12630 1800 17% 3 SPWX 8/17 1500 7.910 11865 12/7 9.180 13770 1905 16% 112 Closed Open Total # of trades 14 4 18 Winners 11 79% 1 25% 12 67% Losers 3 21% 3 75% 6 33% Unch 0 0% 0 0% 0 0% Avg cost/trade 17376 43800 23248 Total Gain/Loss 44810 -53150 -8340 Avg profit $ 3201 -13287 -463 Avg profit % 18.4% -30.3% -2.0% Avg hold period 138.9 days 333.0 days 182.0 days ___________________________________________________________________________________________________ Ed Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held ADCT 4/27 5000 6.950 34750 5/8 8.570 42850 8100 23% 11 CBR 5/4 1000 7.200 7200 5/14 7.000 7000 -200 -3% 10 GLW 5/4 1000 22.000 22000 5/7 23.900 23900 1900 9% 3 ODP 1/16 4000 8.688 34750 2/1 9.980 39920 5170 15% 16 Closed Open Total # of trades 4 0 4 Winners 3 75% 0 0% 3 75% Losers 1 25% 0 0% 1 25% Unch 0 0% 0 0% 0 0% Avg cost/trade 24675 0 24675 Total Gain/Loss 14970 0 14970 Avg profit $ 3743 0 3743 Avg profit % 15.2% 0.0% 15.2% Avg hold period 10.0 days 0.0 days 10.0 days ___________________________________________________________________________________________________ Hui Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held CHU 6/26 500 16.900 8450 7/16 17.480 8740 290 3% 20 HNP 4/5 1500 22.687 34031 5/22 25.250 37875 3845 11% 47 KM 8/8 500 13.040 6520 8/23 11.250 5625 -895 -14% 15 PCW 9/27 5000 2.400 12000 12/13 2.740 13700 1700 14% 77 PRIA 6/12 1000 17.350 17350 12/13 19.980 19980 2630 15% 184 RC 5/31 3000 6.650 19950 6/7 7.400 22200 2250 11% 7 SNP 6/1 1000 20.930 20930 12/13 13.750 13750 -7180 -34% 195 SSSS 6/7 1000 35.740 35740 7/9 31.500 31500 -4240 -12% 32 TSM 8/1 500 16.950 8475 8/8 15.550 7775 -700 -8% 7 UTSI 10/5 800 16.880 13504 12/13 27.480 21984 8480 63% 69 Closed Open Total # of trades 10 0 10 Winners 6 60% 0 0% 6 60% Losers 4 40% 0 0% 4 40% Unch 0 0% 0 0% 0 0% Avg cost/trade 17695 0 17695 Total Gain/Loss 6180 0 6180 Avg profit $ 618 0 618 Avg profit % 3.5% 0.0% 3.5% Avg hold period 65.3 days 0.0 days 65.3 days ___________________________________________________________________________________________________ John S Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held INCY 2/10 200 24.875 4975 7/23 19.400 3880 -1095 -22% 529 INCY 11/2 500 24.875 12438 7/23 19.400 9700 -2738 -22% 263 NEON 7/13 1000 5.875 5875 7/23 5.968 5968 93 2% 375 NEON 10/3 1000 5.875 5875 7/23 5.968 5968 93 2% 293 SEBL 11/8 500 67.625 33813 7/23 31.520 15760 -18053 -53% 257 Closed Open Total # of trades 5 0 5 Winners 2 40% 0 0% 2 40% Losers 3 60% 0 0% 3 60% Unch 0 0% 0 0% 0 0% Avg cost/trade 12595 0 12595 Total Gain/Loss -21699 0 -21699 Avg profit $ -4340 0 -4340 Avg profit % -34.5% 0.0% -34.5% Avg hold period 343.4 days 0.0 days 343.4 days ___________________________________________________________________________________________________ Kelvin Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held A 12/26 1000 54.750 54750 3/2 37.000 37000 -17750 -32% 66 ADCT 6/11 5000 8.02 40100 7/27 4.530 22650 -17450 -44% 46 AFCI 7/30 2000 26.800 53600 8/3 28.050 56100 2500 5% 4 AFCI 8/3 2000 27.17 54340 8/10 25.000 50000 -4340 -8% 7 AFCI 12/13 3000 18.400 55200 12/21 16.300 48900 -6300 -11% 8 AGIL 1/18 1000 43.000 43000 1/19 46.000 46000 3000 7% 1 BEAS 5/10 1000 34.340 34340 5/22 41.500 41500 7160 21% 12 BEAS 5/30 1000 34.950 34950 5/31 36.180 36180 1230 4% 1 BEAS 7/13 2000 25.610 51220 7/16 23.000 46000 -5220 -10% 3 CCMP 5/10 1000 69.000 69000 5/10 65.850 65850 -3150 -5% 0 CCMP 9/6 500 61.000 30500 9/6 63.000 31500 1000 3% 0 CORV 4/12 5000 8.190 40950 6/21 3.400 17000 -23950 -58% 70 CPQ 11/7 2500 8.080 20200 11/30 10.100 25250 5050 25% 23 CPQ 11/7 2500 8.080 20200 12/4 10.810 27025 6825 34% 27 CREE 1/12 1000 33.000 33000 3/2 21.000 21000 -12000 -36% 49 ELN 2/2 1000 51.100 51100 2/8 54.750 54750 3650 7% 6 FCEL 5/21 1000 44.630 44630 7/16 23.000 23000 -21630 -48% 56 FCEL 8/7 1500 18.090 27135 8/8 17.400 26100 -1035 -4% 1 FLEX 12/22 1000 28.500 28500 1/2 28.000 28000 -500 -2% 11 INTU 4/4 900 25.250 22725 4/6 28.625 25763 3038 13% 2 INTU 4/12 2000 29.100 58200 4/18 30.000 60000 1800 3% 6 INTU 6/1 1000 31.760 31760 6/5 33.250 33250 1490 5% 4 INTU 9/17 800 33.030 26424 9/17 34.430 27544 1120 4% 0 INTU 9/18 800 33.000 26400 9/19 32.000 25600 -800 -3% 1 INTU 9/20 800 31.650 25320 9/20 33.330 26664 1344 5% 0 INTU 12/14 1000 41.100 41100 12/20 44.300 44300 3200 8% 6 ISSI 11/3 1000 14.375 14375 1/4 15.000 15000 625 4% 62 ISSI 12/26 1500 14.375 21563 1/29 18.125 27188 5625 26% 34 ISSI 2/2 1500 17.875 26813 2/16 20.000 30000 3188 12% 14 ISSI 12/26 1500 14.375 21563 3/13 12.000 18000 -3563 -17% 77 ISSI 3/14 3000 12.500 37500 4/16 14.500 43500 6000 16% 33 ISSI 5/2 2000 15.000 30000 6/21 11.920 23840 -6160 -21% 50 ITWO 12/12 5000 6.950 34750 12/27 6.950 34750 0 0% 15 LOW 5/21 1000 36.625 36625 9/26 30.000 30000 -6625 -18% 128 LOW 10/4 1000 33.000 33000 12/27 46.050 46050 13050 40% 84 MKC 6/21 1000 41.250 41250 11/7 45.250 45250 4000 10% 139 MSCC 9/6 1000 23.690 23690 9/17 26.500 26500 2810 12% 11 MSCC 9/6 500 23.690 11845 9/18 27.350 13675 1830 15% 12 MSCC 9/19 1000 23.560 23560 9/20 25.500 25500 1940 8% 1 NTAP 1/2 500 53.750 26875 1/4 66.375 33188 6313 23% 2 NTAP 1/5 500 60.500 30250 1/11 63.500 31750 1500 5% 6 NTAP 11/15 1000 64.188 64188 1/17 64.375 64375 188 0% 63 NTAP 1/5 1000 57.000 57000 1/23 75.000 75000 18000 32% 18 NTAP 1/29 500 58.375 29188 3/2 30.000 15000 -14188 -49% 32 NTAP 1/30 500 56.750 28375 3/2 30.000 15000 -13375 -47% 31 NTAP 1/31 500 55.500 27750 3/2 30.000 15000 -12750 -46% 30 NTAP 11/23 1000 16.000 16000 12/11 21.000 21000 5000 31% 18 NTAP 11/23 1000 16.000 16000 12/20 23.600 23600 7600 48% 27 PPRO 2/20 3000 14.500 43500 3/22 5.750 17250 -26250 -60% 30 PPRO 3/21 3000 6.750 20250 3/22 5.750 17250 -3000 -15% 1 PPRO 4/24 5000 6.330 31650 4/26 3.370 16850 -14800 -47% 2 RIMM 3/9 1000 40.750 40750 3/19 26.000 26000 -14750 -36% 10 RNWK 6/21 2500 12.050 30125 7/18 8.250 20625 -9500 -32% 27 SBAS 1/19 10000 4.000 40000 2/20 4.190 41900 1900 5% 32 SMTC 1/5 1000 24.250 24250 2/6 30.000 30000 5750 24% 32 SMTC 4/5 1000 25.000 25000 4/6 26.250 26250 1250 5% 1 SMTC 3/6 2000 28.000 56000 4/16 29.900 59800 3800 7% 41 SMTC 9/21 1000 26.750 26750 12/27 36.100 36100 9350 35% 97 SNDK 1/17 1000 40.000 40000 1/24 46.000 46000 6000 15% 7 VECO 2/16 1000 50.000 50000 3/2 39.875 39875 -10125 -20% 14 Closed Open Total # of trades 60 0 60 Winners 35 58% 0 0% 35 58% Losers 24 40% 0 0% 24 40% Unch 1 2% 0 0% 1 2% Avg cost/trade 34985 0 34985 Total Gain/Loss -101086 0 -101086 Avg profit $ -1685 0 -1685 Avg profit % -4.8% 0.0% -4.8% Avg hold period 26.5 days 0.0 days 26.5 days ___________________________________________________________________________________________________ Larry Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held AOC 12/6 2000 34.250 68500 1/17 32.688 65375 -3125 -5% 42 AOL 12/8 1300 34.800 45240 2/27 45.230 58799 13559 30% 81 AOL 7/18 1000 46 46000 12/7 32.950 32950 -13050 -28% 142 APA 11/16 1000 44.400 44400 11/20 47.400 47400 3000 7% 4 ATHM 5/4 5000 3.980 19900 5/22 4.980 24900 5000 25% 18 ATHM 5/4 5000 3.980 19900 6/19 1.850 9250 -10650 -54% 46 BLS 10/4 1000 39.500 39500 10/10 40.930 40930 1430 4% 6 CD 8/1 3000 19.580 58740 12/27 19.270 57810 -930 -2% 148 CHBS 6/7 1500 35.800 53700 6/8 38.910 58365 4665 9% 1 CHBS 6/15 2000 32.400 64800 6/18 32.500 65000 200 0% 3 CHTR 7/25 3000 20.080 60240 7/26 21.680 65040 4800 8% 1 CPST 3/6 2000 29.000 58000 3/12 23.000 46000 -12000 -21% 6 CPST 4/23 2000 24.090 48180 4/26 27.210 54420 6240 13% 3 CVG 3/12 1500 38.000 57000 3/19 34.120 51180 -5820 -10% 7 CVG 6/28 2000 29.550 59100 7/10 28.020 56040 -3060 -5% 12 ELNK 12/13 3000 12.040 36120 12/17 12.040 36120 0 0% 4 FWC 2/1 5000 9.190 45950 2/1 9.920 49600 3650 8% 0 FWC 3/2 4000 14.400 57600 3/9 16.200 64800 7200 13% 7 FWC 4/2 3000 16.150 48450 4/4 12.000 36000 -12450 -26% 2 FWC 4/19 5000 11.080 55400 4/26 14.600 73000 17600 32% 7 FWC 5/24 4000 13.000 52000 6/25 10.950 43800 -8200 -16% 32 GLW 11/7 1000 52.810 52810 1/23 67.375 67375 14565 28% 77 GLW 11/13 5000 8.000 40000 11/16 9.100 45500 5500 14% 3 GNSS 1/23 3000 14.188 42563 1/26 16.813 50438 7875 19% 3 HON 6/18 1600 39.500 63200 7/10 34.630 55408 -7792 -12% 22 ILA 5/1 2000 30.850 61700 6/7 29.500 59000 -2700 -4% 37 INTU 1/30 1500 38.188 57281 2/27 41.000 61500 4219 7% 28 LMC.A 7/17 4000 15.500 62000 12/27 13.620 54480 -7520 -12% 163 LUV 1/23 3000 19.767 59300 2/27 18.880 56640 -2660 -4% 35 MSFT 10/10 1000 53.170 53170 10/11 56.310 56310 3140 6% 1 PAYX 1/26 1500 44.688 67031 2/26 42.000 63000 -4031 -6% 31 PAYX 3/19 1500 35.000 52500 5/2 31.510 47265 -5235 -10% 44 PVN 10/29 10000 4.000 40000 11/1 3.600 36000 -4000 -10% 3 RSTN 11/28 3000 16.190 48570 12/14 17.100 51300 2730 6% 16 SBL 3/1 1000 44.860 44860 3/5 51.700 51700 6840 15% 4 SBL 5/21 2000 25.750 51500 7/10 19.580 39160 -12340 -24% 50 SCH 2/8 2000 25.000 50000 2/27 20.850 41700 -8300 -17% 19 SEBL 3/1 1500 39.875 59813 3/2 40.250 60375 563 1% 1 STT 12/8 500 124.219 62109 2/27 101.900 50950 -11159 -18% 81 TMTA 5/9 4000 12.500 50000 5/10 13.820 55280 5280 11% 1 TYC 3/13 1000 46.000 46000 5/1 53.200 53200 7200 16% 49 WCOM 3/7 3000 17.500 52500 4/4 17.875 53625 1125 2% 28 XLF 12/18 2000 29.500 59000 1/17 29.125 58250 -750 -1% 30 YHOO 11/16 3000 15.300 45900 11/28 17.000 51000 5100 11% 12 Closed Open Total # of trades 44 0 44 Winners 23 52% 0 0% 23 52% Losers 20 46% 0 0% 20 46% Unch 1 2% 0 0% 1 2% Avg cost/trade 51376 0 51376 Total Gain/Loss -4292 0 -4292 Avg profit $ -98 0 -98 Avg profit % -0.2% 0.0% -0.2% Avg hold period 29.8 days 0.0 days 29.8 days ___________________________________________________________________________________________________ Paul M Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held AAPL 8/8 1000 18.57 18570 11/14 19.770 19770 1200 6% 98 ABSC 1/5 1000 24.500 24500 1/11 26.875 26875 2375 10% 6 ABSC 1/4 1000 28.875 28875 1/16 30.750 30750 1875 6% 12 ABSC 1/17 1000 28.500 28500 1/18 31.250 31250 2750 10% 1 ADBE 1/31 1000 45.000 45000 4/16 41.600 41600 -3400 -8% 75 APCC 1/18 2000 14.875 29750 1/19 16.750 33500 3750 13% 1 APCC 2/1 2000 15.000 30000 3/8 14.125 28250 -1750 -6% 35 AVX 11/28 1000 16.375 16375 1/11 20.313 20313 3938 24% 44 AVX 9/21 1000 16.375 16375 1/23 21.875 21875 5500 34% 124 BA 1/22 500 56.125 28063 2/5 57.750 28875 813 3% 14 BA 6/22 500 56.300 28150 12/27 38.750 19375 -8775 -31% 188 BA 8/17 500 53.650 26825 12/27 38.750 19375 -7450 -28% 132 CPN 12/17 2000 12.500 25000 12/19 14.450 28900 3900 16% 2 DNA 1/19 500 54.000 27000 1/24 58.625 29313 2313 9% 5 DNA 1/18 500 61.375 30688 2/6 64.250 32125 1438 5% 19 DNA 2/21 500 54.063 27031 4/18 55.000 27500 469 2% 56 DNA 4/24 500 49.750 24875 4/25 51.050 25525 650 3% 1 DNA 5/15 500 47.000 23500 5/16 49.200 24600 1100 5% 1 DNA 7/10 500 46.000 23000 8/24 47.800 23900 900 4% 45 FMO 11/9 5000 1.300 6500 11/12 1.650 8250 1750 27% 3 FMO 11/14 10000 0.860 8600 11/15 1.150 11500 2900 34% 1 FMO 11/14 10000 1.100 11000 11/16 1.200 12000 1000 9% 2 FMO 11/9 10000 1.300 13000 12/27 0.710 7100 -5900 -45% 48 FMO 11/28 10000 1.050 10500 12/27 0.710 7100 -3400 -32% 29 FMO 12/14 15000 0.850 12750 12/27 0.710 10650 -2100 -16% 13 HGSI 3/30 500 45.250 22625 4/10 50.700 25350 2725 12% 11 HGSI 12/11 700 32.900 23030 12/17 35.250 24675 1645 7% 6 IDPH 1/31 500 60.000 30000 2/9 60.000 30000 0 0% 9 IDTI 12/13 700 33.125 23188 1/4 43.000 30100 6913 30% 22 IDTI 1/8 700 34.875 24413 1/9 39.125 27388 2975 12% 1 IDTI 11/16 600 33.125 19875 1/11 46.000 27600 7725 39% 56 IDTI 4/4 1000 25.900 25900 4/10 28.200 28200 2300 9% 6 IDTI 3/30 700 31.130 21791 4/18 34.500 24150 2359 11% 19 IDTI 6/20 1000 26.000 26000 6/22 28.450 28450 2450 9% 2 IDTI 6/14 1000 31.270 31270 7/27 36.240 36240 4970 16% 43 IDTI 11/20 1000 30.290 30290 11/26 31.470 31470 1180 4% 6 IDTI 11/28 1000 29.600 29600 12/4 32.000 32000 2400 8% 6 IDTI 12/10 1000 24.180 24180 12/17 26.000 26000 1820 8% 7 IDTI 12/7 1000 27.000 27000 12/27 27.030 27030 30 0% 20 JDSU 4/24 1000 20.650 20650 4/30 21.750 21750 1100 5% 6 JDSU 4/23 1000 25.000 25000 11/9 9.150 9150 -15850 -63% 200 JDSU 5/29 1000 19.070 19070 11/9 9.150 9150 -9920 -52% 164 NEON 9/22 1000 5.875 5875 2/21 7.750 7750 1875 32% 152 NOVN 8/3 800 19.070 15256 8/14 20.100 16080 824 5% 11 ORCL 2/2 1000 28.375 28375 3/30 15.500 15500 -12875 -45% 56 ORCL 2/9 1000 24.250 24250 3/30 15.500 15500 -8750 -36% 49 PMTR 10/26 1500 12.500 18750 11/13 15.000 22500 3750 20% 18 QCOM 1/10 400 68.000 27200 1/12 73.375 29350 2150 8% 2 QLGC 1/5 400 75.000 30000 1/11 78.500 31400 1400 5% 6 QLGC 1/16 500 72.000 36000 1/17 77.500 38750 2750 8% 1 QLGC 1/24 400 85.875 34350 1/30 88.750 35500 1150 3% 6 QLGC 2/5 400 76.000 30400 2/6 82.000 32800 2400 8% 1 QLGC 2/12 300 45.750 13725 2/13 57.500 17250 3525 26% 1 QLGC 2/12 300 45.750 13725 2/15 60.250 18075 4350 32% 3 QLGC 2/22 800 34.000 27200 2/26 43.000 34400 7200 26% 4 QLGC 2/28 800 37.250 29800 3/6 44.750 35800 6000 20% 6 QLGC 2/7 400 76.750 30700 3/30 23.690 9476 -21224 -69% 51 QLGC 2/14 300 50.000 15000 3/30 23.690 7107 -7893 -53% 44 QLGC 3/7 800 39.000 31200 3/30 23.690 18952 -12248 -39% 23 QLGC 3/8 800 33.875 27100 3/30 23.690 18952 -8148 -30% 22 QLGC 8/21 1000 33.660 33660 10/16 37.330 37330 3670 11% 56 RDRT 11/8 4000 4.031 16125 1/4 6.000 24000 7875 49% 57 RDRT 11/16 4000 4.031 16125 1/11 7.219 28875 12750 79% 56 SCMR 2/8 1000 24.250 24250 2/14 26.625 26625 2375 10% 6 SNDK 12/29 1000 27.750 27750 1/3 30.625 30625 2875 10% 5 SNDK 12/27 660 27.750 18315 1/4 33.063 21821 3506 19% 8 SWY 1/4 500 51.750 25875 1/5 53.500 26750 875 3% 1 SWY 1/12 600 51.000 30600 1/22 54.813 32888 2288 7% 10 SWY 1/25 700 47.125 32988 1/26 50.875 35613 2625 8% 1 TFS 6/12 1000 14.200 14200 6/26 16.050 16050 1850 13% 14 TFS 6/12 1000 14.200 14200 6/27 16.750 16750 2550 18% 15 TFS 10/18 2000 15.030 30060 10/22 17.030 34060 4000 13% 4 TFS 10/25 2000 15.100 30200 10/26 16.150 32300 2100 7% 1 VLNC 1/16 3000 10.688 32063 1/17 12.125 36375 4313 13% 1 VLNC 7/30 5000 6.080 30400 8/2 7.240 36200 5800 19% 3 VLNC 6/12 4000 6.800 27200 11/26 4.120 16480 -10720 -39% 167 VLNC 8/3 2500 5.900 14750 11/26 4.120 10300 -4450 -30% 115 VSH 5/30 1500 21 31500 6/7 22.680 34020 2520 8% 8 Closed Open Total # of trades 78 0 78 Winners 60 77% 0 0% 60 77% Losers 17 22% 0 0% 17 22% Unch 1 1% 0 0% 1 1% Avg cost/trade 24070 0 24070 Total Gain/Loss 33703 0 33703 Avg profit $ 432 0 432 Avg profit % 1.8% 0.0% 1.8% Avg hold period 32.3 days 0.0 days 32.3 days ___________________________________________________________________________________________________ Ron Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held AFOP 6/7 5000 4.75 23750 6/26 4.900 24500 750 3% 19 AFOP 6/13 5000 3.55 17750 9/18 1.280 6400 -11350 -64% 97 BRCD 2/13 200 53.750 10750 2/15 60.125 12025 1275 12% 2 BRCM 11/7 200 84.000 16800 1/3 110.000 22000 5200 31% 57 BRCM 11/17 100 84.000 8400 1/3 110.000 11000 2600 31% 47 BRCM 11/27 100 84.000 8400 1/3 110.000 11000 2600 31% 37 DG 4/30 2000 16.000 32000 5/7 16.360 32720 720 2% 7 DG 5/4 500 15.410 7705 5/15 17.950 8975 1270 16% 11 DG 5/4 500 15.410 7705 5/16 18.230 9115 1410 18% 12 DG 5/4 500 15.410 7705 5/17 18.750 9375 1670 22% 13 DG 5/4 500 15.410 7705 8/14 17.500 8750 1045 14% 102 DIGL 8/20 1000 13.810 13810 10/4 5.870 5870 -7940 -57% 45 EMC 7/6 500 24.100 12050 11/26 16.600 8300 -3750 -31% 143 EMC 7/6 500 22.010 11005 11/26 16.600 8300 -2705 -25% 143 EMC 7/14 1500 16.990 25485 11/26 16.600 24900 -585 -2% 135 EMLX 2/12 200 40.375 8075 2/15 41.500 8300 225 3% 3 EMLX 2/14 100 36.625 3663 2/15 45.000 4500 838 23% 1 EMLX 2/14 200 36.625 7325 4/10 20.950 4190 -3135 -43% 55 EMLX 2/21 300 31.250 9375 4/10 20.950 6285 -3090 -33% 48 EMLX 3/8 400 27.875 11150 4/10 20.950 8380 -2770 -25% 33 EMLX 3/9 500 24.000 12000 4/10 20.950 10475 -1525 -13% 32 FBF 10/8 500 32.270 16135 11/7 36.300 18150 2015 12% 30 GE 1/26 2000 45.500 91000 1/30 45.880 91760 760 1% 4 GE 8/6 500 41.580 20790 10/4 38.550 19275 -1515 -7% 59 GE 9/18 500 34.000 17000 10/4 38.550 19275 2275 13% 16 GE 12/3 300 37.200 11160 12/27 40.580 12174 1014 9% 24 GLW 3/14 1000 22.800 22800 4/11 24.000 24000 1200 5% 28 GLW 2/20 500 32.250 16125 4/18 25.250 12625 -3500 -22% 57 GLW 3/7 500 30.010 15005 4/18 25.250 12625 -2380 -16% 42 GLW 6/14 1000 16.520 16520 6/28 15.650 15650 -870 -5% 14 GLW 6/15 1000 14.620 14620 6/28 15.650 15650 1030 7% 13 GLW 4/27 500 20.010 10005 7/9 14.150 7075 -2930 -29% 73 GLW 5/4 500 22.010 11005 7/9 14.150 7075 -3930 -36% 66 GLW 5/30 500 19.710 9855 7/9 14.150 7075 -2780 -28% 40 GLW 6/11 500 18.450 9225 7/9 14.150 7075 -2150 -23% 28 GLW 6/21 2000 13.000 26000 7/9 14.150 28300 2300 9% 18 GLW 7/6 1000 14.760 14760 7/9 14.150 14150 -610 -4% 3 GLW 10/9 1000 7.000 7000 10/11 8.850 8850 1850 26% 2 GLW 10/9 1000 7.000 7000 11/7 8.900 8900 1900 27% 29 GLW 12/3 1000 8.050 8050 12/27 8.400 8400 350 4% 24 MVK 8/1 1500 12.800 19200 9/18 10.330 15495 -3705 -19% 48 NITE 12/27 1000 13.938 13938 1/4 18.250 18250 4313 31% 8 NITE 12/27 500 13.938 6969 1/11 19.875 9938 2969 43% 15 NITE 12/27 500 13.938 6969 1/23 21.438 10719 3750 54% 27 NITE 2/7 500 20.500 10250 2/15 20.938 10469 219 2% 8 NITE 2/9 1000 17.500 17500 2/26 17.688 17688 188 1% 17 NITE 2/22 500 15.875 7938 3/6 17.938 8969 1031 13% 12 NITE 2/9 500 19.250 9625 4/18 17.400 8700 -925 -10% 68 NITE 3/19 500 14.625 7313 4/18 17.400 8700 1388 19% 30 NITE 5/30 1000 14.830 14830 6/21 9.300 9300 -5530 -37% 22 NITE 6/1 1000 14.060 14060 6/21 9.300 9300 -4760 -34% 20 NITE 6/11 1500 12.800 19200 6/21 9.300 13950 -5250 -27% 10 NTAP 2/7 500 39.500 19750 2/13 42.000 21000 1250 6% 6 NTRO 7/17 5000 3.300 16500 9/18 2.900 14500 -2000 -12% 63 NWAC 1/31 500 24.750 12375 2/1 25.250 12625 250 2% 1 NWAC 2/14 1000 21.750 21750 2/15 23.125 23125 1375 6% 1 NWAC 2/16 1000 21.875 21875 3/7 22.563 22563 688 3% 19 NWAC 1/31 500 24.750 12375 4/18 25.150 12575 200 2% 77 NWAC 2/7 500 24.250 12125 4/18 25.150 12575 450 4% 70 NWAC 2/8 1000 23.188 23188 4/18 25.150 25150 1963 8% 69 OIH 7/2 400 68.000 27200 7/30 68.000 27200 0 0% 28 OIH 7/11 400 62.350 24940 8/14 62.550 25020 80 0% 34 OIH 8/8 400 58.000 23200 8/14 60.000 24000 800 3% 6 QQQ 3/16 500 41.600 20800 4/11 41.700 20850 50 0% 26 QQQ 3/7 500 49.010 24505 4/18 45.900 22950 -1555 -6% 42 QQQ 3/9 500 46.550 23275 4/18 47.500 23750 475 2% 40 QQQ 3/12 500 44.000 22000 4/18 44.010 22005 5 0% 37 QQQ 4/17 500 40.000 20000 4/18 45.900 22950 2950 15% 1 QQQ 4/6 500 35.900 17950 4/20 49.000 24500 6550 36% 14 QQQ 4/23 200 45.000 9000 6/28 45.750 9150 150 2% 66 QQQ 5/30 200 45.350 9070 6/28 45.750 9150 80 1% 29 QQQ 6/19 400 41.600 16640 7/11 43.000 17200 560 3% 22 QQQ 8/20 400 34.400 13760 10/4 32.700 13080 -680 -5% 45 QQQ 9/18 1000 31.400 31400 10/4 32.700 32700 1300 4% 16 QQQ 10/9 500 31.000 15500 10/11 34.420 17210 1710 11% 2 QQQ 7/10 600 40.650 24390 11/7 38.550 23130 -1260 -5% 120 QQQ 8/20 400 38.000 15200 11/7 38.550 15420 220 1% 79 SCIO 5/30 500 22.500 11250 6/5 25.140 12570 1320 12% 6 SSTI 10/18 1000 11.813 11813 1/4 14.625 14625 2813 24% 78 SSTI 11/16 1000 11.813 11813 1/4 14.625 14625 2813 24% 49 SSTI 12/19 500 11.813 5906 1/12 16.875 8438 2531 43% 24 SSTI 12/19 500 11.813 5906 1/16 17.500 8750 2844 48% 28 SSTI 12/21 500 11.813 5906 1/17 17.750 8875 2969 50% 27 SSTI 12/21 500 11.813 5906 1/24 17.750 8875 2969 50% 34 SSTI 2/1 500 12.250 6125 2/2 14.313 7156 1031 17% 1 SSTI 4/17 3000 7.550 22650 4/18 8.800 26400 3750 17% 1 SUNW 7/6 1000 14.600 14600 7/12 15.280 15280 680 5% 6 SUNW 7/6 1000 14.600 14600 10/4 9.760 9760 -4840 -33% 90 TK 7/30 500 34.600 17300 8/14 34.500 17250 -50 0% 15 TSCM 11/16 2000 2.875 5750 1/3 2.750 5500 -250 -4% 48 TSCM 6/26 10000 1.300 13000 9/18 1.110 11100 -1900 -15% 84 YHOO 2/13 500 29.000 14500 2/15 29.375 14688 188 1% 2 YHOO 2/13 500 27.125 13563 4/5 15.250 7625 -5938 -44% 51 YHOO 2/22 500 24.375 12188 4/5 15.250 7625 -4563 -37% 42 Closed Open Total # of trades 94 0 94 Winners 60 64% 0 0% 60 64% Losers 33 35% 0 0% 33 35% Unch 1 1% 0 0% 1 1% Avg cost/trade 15170 0 15170 Total Gain/Loss -7556 0 -7556 Avg profit $ -80 0 -80 Avg profit % -0.5% 0.0% -0.5% Avg hold period 36.1 days 0.0 days 36.1 days ___________________________________________________________________________________________________ Sue Stock Date # Cost Cost $ Date Sales Sales G/L % Days Bought Sold Price Price $ Held AMGN 12/18 1000 57.560 57560 12/19 57.750 57750 190 0% 1 BLUE 3/7 2000 4.375 8750 3/9 3.813 7625 -1125 -13% 2 BLUE 2/20 2000 6.867 13733 4/4 1.780 3560 -10173 -74% 43 BLUE 2/27 2000 5.500 11000 4/4 1.780 3560 -7440 -68% 36 BVSN 10/16 10000 1.670 16700 10/17 1.940 19400 2700 16% 1 BVSN 10/4 10000 1.020 10200 10/24 1.930 19300 9100 89% 20 BVSN 10/8 10000 0.950 9500 10/24 1.930 19300 9800 103% 16 BVSN 10/18 10000 1.730 17300 10/24 1.930 19300 2000 12% 6 CMGI 1/9 2000 4.125 8250 1/18 5.875 11750 3500 42% 9 CMGI 1/16 2000 6.250 12500 1/18 5.875 11750 -750 -6% 2 ECLP 10/24 2000 12.700 25400 10/24 11.950 23900 -1500 -6% 0 GLW 11/26 1000 9.840 9840 12/14 8.600 8600 -1240 -13% 18 GLW 12/14 1000 8.700 8700 12/14 8.600 8600 -100 -1% 0 INSP 1/19 2000 9.406 18813 2/2 4.906 9813 -9000 -48% 14 INSP 1/22 2000 8.000 16000 2/2 4.906 9813 -6188 -39% 11 INSP 1/23 2000 6.000 12000 2/2 4.906 9813 -2188 -18% 10 INSP 1/31 2000 5.281 10563 2/2 4.906 9813 -750 -7% 2 KANA 1/5 2000 8.250 16500 1/17 11.938 23875 7375 45% 12 KANA 1/19 2000 7.875 15750 1/24 9.313 18625 2875 18% 5 KANA 1/26 2000 6.750 13500 2/2 6.469 12938 -563 -4% 7 KOPN 2/20 2000 9.125 18250 2/27 8.000 16000 -2250 -12% 7 KOPN 3/9 4000 7.188 28750 4/4 4.120 16480 -12270 -43% 26 MCOM 2/2 2000 11.813 23625 2/2 11.375 22750 -875 -4% 0 PAP 3/5 30000 0.210 6300 3/8 0.210 6300 0 0% 3 PLUG 10/26 2000 8.750 17500 11/23 9.050 18100 600 3% 28 PLUG 10/30 2000 8.010 16020 11/23 9.050 18100 2080 13% 24 PPRO 10/11 20000 0.560 11200 11/28 0.730 14600 3400 30% 48 PSIX 11/9 10000 0.719 7188 1/19 2.594 25938 18750 261% 71 PSIX 11/10 10000 0.719 7188 1/19 2.594 25938 18750 261% 70 PSIX 11/21 10000 0.719 7188 1/19 2.594 25938 18750 261% 59 SRNA 10/12 2000 13.480 26960 10/23 16.740 33480 6520 24% 11 SUNW 9/21 2000 7.960 15920 10/9 8.990 17980 2060 13% 18 SUNW 9/24 2000 8.700 17400 10/9 8.990 17980 580 3% 15 SUNW 11/26 2000 12.590 25180 12/20 12.000 24000 -1180 -5% 24 SUNW 12/14 1000 12.450 12450 12/20 12.000 12000 -450 -4% 6 TRAC 5/11 5000 0.719 3594 1/19 1.000 5000 1406 39% 253 TRAC 10/19 10000 0.719 7188 1/19 1.000 10000 2813 39% 92 U 9/20 5000 4.400 22000 9/25 4.990 24950 2950 13% 5 VERT 1/17 2000 6.313 12625 2/1 5.375 10750 -1875 -15% 15 VERT 3/14 20000 2.016 40313 3/29 1.620 32400 -7913 -20% 15 Closed Open Total # of trades 40 0 40 Winners 20 50% 0 0% 20 50% Losers 19 48% 0 0% 19 48% Unch 1 3% 0 0% 1 3% Avg cost/trade 15985 0 15985 Total Gain/Loss 48370 0 48370 Avg profit $ 1209 0 1209 Avg profit % 7.6% 0.0% 7.6% Avg hold period 25.1 days 0.0 days 25.1 days ___________________________________________________________________________________________________ Portfolio Total Closed Open Total # of trades 357 7 364 Winners 225 63% 3 0% 228 63% Losers 127 36% 4 0% 131 36% Unch 5 1% 0 0% 5 1% Avg cost/trade 25318 32545 25457 Total Gain/Loss 66434 -47842 18592 Avg profit $ 186 -6835 51 Avg profit % 0.7% -21.0% 0.2% Avg hold period 44.5 days 277 days 49.0 days ___________________________________________________________________________________________________ The Best and Worst of 2001 These may not mean anything, but they might be interesting. Largest percent gain on a trade: Sue, PSIX, +261% Largest percent loss on a trade: Sue, BLUE, -74% Largest annualized % gain on a trade: Paul M, FMO, 12308% Largest annualized % loss on a trade: Kelvin, PPRO, -8534% Smallest annualized % gain on a trade: Ron, QQQ, 0.2% Longest holding period: Paul M, INCY, 529 days Day trades (0 day hold): Kelvin (4), Larry (1), Sue (3) Largest gain on a day trade: Larry, FWC, +8% Largest loss on a day trade: Sue, ECLP, -6% Largest purchase: Ron, GE, $91,000 Smallest purchase: Sue, TRAC, $3,594 Most expensive stock traded: Larry, STT, 124.219 Least expensive stock traded: Sue, PAP, 0.210 Most number of shares traded: Sue, PAP, 30,000 Least number of shares traded: Ron (3), BRCM (2), EMLX (1)