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

To: DanZ who wrote (7443)	5/2/2002 8:42:51 AM
From: DanZ	Read Replies (1) \| Respond to of 11568

Portfolio OPEN positions sorted from highest loss to highest gain. Long positions KM 01/10/02 5000 4.540 22700 0.7% 1.350 6750 -15950 -70% 112 -0.030 KM 01/11/02 7000 3.420 23940 1.0% 1.350 9450 -14490 -61% 111 -0.030 SPWX 02/11/02 2000 11.560 23120 1.0% 4.850 9700 -13420 -58% 80 -0.099 KM 01/14/02 10000 2.590 25900 1.5% 1.350 13500 -12400 -48% 108 -0.030 PMTR 01/10/02 2000 12.450 24900 1.6% 7.300 14600 -10300 -41% 112 0.300 ANAD 01/03/02 2000 15.270 30540 2.3% 10.600 21200 -9340 -31% 119 -0.320 ANAD 01/07/02 2000 14.800 29600 2.3% 10.600 21200 -8400 -28% 115 -0.320 KM 01/10/02 3000 4.090 12270 0.4% 1.350 4050 -8220 -67% 112 -0.030 FMO 03/04/02 20000 0.910 18200 1.1% 0.520 10400 -7800 -43% 59 -0.150 NUAN 01/14/02 2500 8.540 21350 1.5% 5.500 13750 -7600 -36% 108 0.250 JDSU 03/12/02 5000 5.900 29500 2.4% 4.530 22650 -6850 -23% 51 -0.500 NUAN 01/23/02 2500 7.780 19450 1.5% 5.500 13750 -5700 -29% 99 0.250 INTV 02/15/02 2000 7.760 15520 1.1% 4.951 9902 -5618 -36% 76 -0.439 AOL 03/21/02 1000 24.100 24100 2.0% 18.720 18720 -5380 -22% 42 -0.770 CSCO 02/07/01 1200 18.110 21732 1.8% 13.910 16692 -5040 -23% 449 -0.680 TARO 03/28/02 700 29.040 20328 1.7% 22.500 15750 -4578 -23% 35 -0.260 CSCO 02/07/02 1000 17.600 17600 1.5% 13.910 13910 -3690 -21% 84 -0.680 SOSS 03/28/01 10000 1.110 11100 0.8% 0.761 7607 -3493 -31% 400 -0.077 ANAD 01/16/02 2000 12.290 24580 2.3% 10.600 21200 -3380 -14% 106 -0.320 CIEN 02/04/02 1000 10.400 10400 0.8% 7.500 7500 -2900 -28% 87 -0.250 BA 04/17/02 500 46.750 23375 2.2% 41.510 20755 -2620 -11% 15 -0.390 AOL 03/21/02 400 24.500 9800 0.8% 18.720 7488 -2312 -24% 42 -0.770 NUAN 04/03/02 2000 6.620 13240 1.2% 5.500 11000 -2240 -17% 29 0.250 JDSU 04/26/02 5000 4.920 24600 2.4% 4.530 22650 -1950 -8% 6 -0.500 QQQ 04/05/02 500 34.760 17380 1.7% 31.040 15520 -1860 -11% 27 -1.380 CSCO 04/24/02 2000 14.720 29440 3.0% 13.910 27820 -1620 -6% 8 -0.680 CPN 04/24/02 1200 11.820 14184 1.4% 10.620 12744 -1440 -10% 8 -0.290 AOL 04/08/02 400 21.520 8608 0.8% 18.720 7488 -1120 -13% 24 -0.770 SPWX 04/25/02 1000 5.540 5540 0.5% 4.850 4850 -690 -12% 7 -0.099 GLW 04/24/02 2000 6.710 13420 1.4% 6.390 12780 -640 -5% 8 -0.440 CIEN 04/25/02 2000 7.810 15620 1.6% 7.500 15000 -620 -4% 7 -0.250 BA 04/18/02 500 42.300 21150 2.2% 41.510 20755 -395 -2% 14 -0.390 NUAN 04/26/02 2000 5.250 10500 1.2% 5.500 11000 500 5% 6 0.250 WEC 02/19/02 1000 23.720 23720 2.7% 25.330 25330 1610 7% 72 -0.360 AYE 02/19/02 1000 35.390 35390 4.5% 41.700 41700 6310 18% 72 -0.820 GUMM various 10000 6.900 69000 9.6% 8.930 89300 20300 29% -0.620 Short positions NVR 01/28/02 100 225.000 22500 2.4% 365.400 36540 -14040 -62% 94 -6.050 NVR 01/29/02 100 238.000 23800 2.6% 365.400 36540 -12740 -54% 93 -6.050 NVR 02/04/02 100 248.000 24800 2.7% 365.400 36540 -11740 -47% 87 -6.050 NVR 02/04/02 50 261.000 13050 1.4% 365.400 18270 -5220 -40% 87 -6.050 ANN 01/15/02 500 35.650 17825 1.9% 43.570 21785 -3960 -22% 107 -0.860 NVR 03/22/02 25 282.000 7050 0.8% 365.400 9135 -2085 -30% 41 -6.050 NVR 03/22/02 25 291.000 7275 0.8% 365.400 9135 -1860 -26% 41 -6.050 ANN 02/22/02 500 40.200 20100 2.2% 43.570 21785 -1685 -8% 69 -0.860 NVR 03/26/02 25 315.000 7875 0.9% 365.400 9135 -1260 -16% 37 -6.050

To: DanZ who wrote (7443)	5/2/2002 2:13:42 PM
From: Kelvin Taylor	Read Replies (1) \| Respond to of 11568

Dan, we agree that DTs in personal account should not be posted on Z. ORCL dipped to 8.65 today and recovered a bit. when does a broken stock say "avoid"? and what does the chart say about support levels now? with regards to the bottom, let me clarify it. how many times have we heard "the bottom is near"? yet the market still goes lower. As long as the belief it that company profits won't turn up and/or the economy still is not in a fast recovery prices for equities won't go higher. Plain and simple. Thanks for the closed vs open positions. It gives u a quick look on how bad things are. very very few winner positions and those stocks deep in the hole which have been held for long periods still go lower. What happens when the recovery to say just 1 or 2% above the CB? Sponsors will sell quickly and be glad to be out. yet won't take a small loss. Doesn’t make sense to me if you have time how about see where the prices are currently for those stocks we have already sold. for example MSCC was sold for a 10% loss on 1/25 and is now -31% lower. TYC was sold for an 18% loss on 1/28 and now is -47% lower. SBL is about the same price, but WCOM is 75% lower than the selling price on 3/4 same goes for AMRN, GNSS, GLW, ITWO, etc. All substainly lower. So holding those would have made better sense than taking the loss? I would like to hear others opinion on this Dan, please understand that i don't wish to be combative here. I just disagree with the idea that if a stocks is bot and drops and stay lower for a peroid of time then after careful analysis, looking at earnings and charts perhaps we should say i made a mistake, tell the loss and move to a better op. Or even wait till something improves to rebuy the same stock back at a later time. Kelvin