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

To: Larry S. who wrote (7729)	7/30/2002 12:06:42 PM
From: DanZ	Read Replies (3) \| Respond to of 11568

Time for some clean up and reshuffling. I'm sure that this will come as a shock to you...Kelvin lol. Sell the following: 1500 CIEN 4.11 from 7.81 1200 CSCO 13.05 from 18.11 5000 INTV 1.72 from 0.96 5000 JDSU 2.48 from 4.60 avg. 5000 NUAN 3.05 from 6.66 avg. This raises $58,075 Buy the following: 2000 RRI 4.96 2000 ATML 3.15 500 A 18.17 500 ARW 17.65 That spends $34,130 Someone else can use the $23,945 balance. It's time to move on. I think that the market is nearing a turning point, and maybe the stocks that I've selected above will perform better than the ones that I am selling. I am hanging on to 5000 JDSU and 6000 NUAN because I think that they are dirt cheap. I just wanted to spread out the risk some, and I like the semiconductor sector here.