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

To: Kelvin Taylor who wrote (7767)	8/5/2002 12:24:40 AM
From: DanZ	Respond to of 11568

Status 08/04/02. Z PORTFOLIO 2002 Long Positions Stock Date Sponsor # Opening Opening % Close Close G/L G/L Days Day's Bought Shares Cost Cost $ Port $ $ % Held Change A 07/30/02 dan 500 18.170 9085 1.2% 16.840 8420 -665 -7% 5 -0.920 AAPL 06/19/02 paul m 1000 17.240 17240 2.1% 14.450 14450 -2790 -16% 46 -0.350 ADI 08/02/02 dan 500 20.250 10125 1.5% 21.000 10500 375 4% 2 -1.180 ADPT 07/31/02 dan 2000 6.010 12020 1.6% 5.530 11060 -960 -8% 4 -0.160 ADPT 08/01/02 dan 2000 5.710 11420 1.6% 5.530 11060 -360 -3% 3 -0.160 AMZN 07/01/02 kelvin 2000 14.150 28300 4.1% 13.840 27680 -620 -2% 34 -0.320 ANAD 01/07/02 sue 2000 14.800 29600 0.8% 2.630 5260 -24340 -82% 209 -0.169 ANAD 01/16/02 sue 2000 12.290 24580 0.8% 2.630 5260 -19320 -79% 200 -0.169 AOL 03/21/02 paul m 1000 24.100 24100 1.5% 10.300 10300 -13800 -57% 136 -0.710 ARW 07/30/02 dan 500 17.650 8825 1.2% 15.860 7930 -895 -10% 5 -0.750 ATML 07/30/02 dan 2000 3.150 6300 0.9% 2.980 5960 -340 -5% 5 0.020 AYE 05/10/02 bill 1000 35.990 35990 2.9% 19.760 19760 -16230 -45% 86 -0.590 AYE 05/13/02 bill 500 35.200 17600 1.5% 19.760 9880 -7720 -44% 83 -0.590 BZH 07/02/02 bill 800 78.500 62800 6.7% 57.140 45712 -17088 -27% 33 -3.790 CNC 05/14/02 sue 10000 3.300 33000 0.8% 0.530 5300 -27700 -84% 82 -0.170 CNC 07/25/02 sue 14000 0.820 11480 1.1% 0.530 7420 -4060 -35% 10 -0.170 COF 07/24/02 ron 100 27.000 2700 0.4% 28.600 2860 160 6% 11 -1.400 COF 07/31/02 larry 1000 31.050 31050 4.2% 28.600 28600 -2450 -8% 4 -1.400 CPN 04/24/02 paul m 1200 11.820 14184 0.7% 3.700 4440 -9744 -69% 102 -0.500 FBF 07/09/02 ron 400 30.590 12236 1.2% 20.900 8360 -3876 -32% 26 -0.550 FBF 07/15/02 ron 400 26.710 10684 1.2% 20.900 8360 -2324 -22% 20 -0.550 FBF 07/16/02 ron 400 24.710 9884 1.2% 20.900 8360 -1524 -15% 19 -0.550 FBF 07/24/02 ron 200 18.350 3670 0.6% 20.900 4180 510 14% 11 -0.550 FLEX 08/02/02 dan 1000 8.110 8110 1.1% 7.660 7660 -450 -6% 2 -0.330 IDTI 06/19/02 paul m 1000 20.290 20290 1.7% 11.710 11710 -8580 -42% 46 -0.290 INTC 06/20/02 dan 1000 20.020 20020 2.5% 16.710 16710 -3310 -17% 45 -0.850 INTU 07/18/02 kelvin 1000 41.680 41680 5.9% 39.970 39970 -1710 -4% 17 -1.070 JDSU 05/22/02 sue 5000 4.000 20000 1.7% 2.380 11900 -8100 -41% 74 0.130 KRB 07/24/02 ron 200 13.050 2610 0.5% 17.620 3524 914 35% 11 -1.230 LUV 05/13/02 larry 2000 17.210 34420 3.8% 12.850 25700 -8720 -25% 83 -0.550 MTXX Var dan 10000 6.900 69000 14.4% 9.830 98300 29300 42% -0.010 NUAN 04/26/02 dan 2000 5.250 10500 0.8% 2.760 5520 -4980 -47% 100 -0.240 NUAN 06/03/02 dan 2000 4.350 8700 0.8% 2.760 5520 -3180 -37% 62 -0.240 Q 07/29/02 larry 3200 1.380 4416 0.7% 1.580 5056 640 14% 6 0.080 QQQ 04/05/02 ron 500 34.760 17380 1.6% 22.250 11125 -6255 -36% 121 -0.480 QQQ 06/04/02 ron 2000 28.680 57360 6.5% 22.250 44500 -12860 -22% 61 -0.480 QQQ 06/14/02 ron 1000 26.970 26970 3.3% 22.250 22250 -4720 -18% 51 -0.480 QQQ 07/02/02 ron 500 24.510 12255 1.6% 22.250 11125 -1130 -9% 33 -0.480 QQQ 08/02/02 ron 500 22.170 11085 1.6% 22.250 11125 40 0% 2 -0.480 RATL 06/25/02 dan 1000 9.440 9440 0.9% 6.430 6430 -3010 -32% 40 -0.260 RRI 07/17/02 dan 1000 8.080 8080 0.7% 4.850 4850 -3230 -40% 18 -0.750 SEE 07/31/02 ron 200 14.120 2824 0.5% 16.840 3368 544 19% 4 -0.410 SMTC 07/31/02 kelvin 1000 19.350 19350 2.7% 18.250 18250 -1100 -6% 4 -0.170 SUNW 07/01/02 ron 500 4.420 2210 0.3% 3.660 1830 -380 -17% 34 -0.309 SUNW 07/23/02 ron 500 4.220 2110 0.3% 3.660 1830 -280 -13% 12 -0.309 SUNW 07/25/02 ron 500 3.870 1935 0.3% 3.660 1830 -105 -5% 10 -0.309 SUNW 08/02/02 ron 500 3.580 1790 0.3% 3.660 1830 40 2% 2 -0.309 TE 07/19/02 larry 575 19.940 11466 1.9% 22.040 12673 1208 11% 16 -0.510 TYC 07/25/02 ron 200 8.120 1624 0.4% 13.350 2670 1046 64% 10 0.540 * * * * * 843413 95.5% 649948 -193465 -23% 42.4 Short Positions Stock Date Sponsor # Opening Opening % Close Close G/L G/L Days Day's Sold Shares Cost Cost $ Port $ $ % Held Change * * * * * 0 0.0% 0 0 Portfolio Summary Beg Balance 1/1/2002 1071437 + Realized Gains -197663 + Unrealized Gains -193465 = Portfolio Balance 680310 YTD Change -36.50% Cash Summary Beg Balance 1/1/2002 1071437 + Realized Gains -197663 - Holdings at Cost 843413 = Cash Balance 30362 4.5% Portfolio History Period Beg Beg Balance Chg Since 01/01/1999 500000 36.06% 01/01/2000 1319059 -48.42% 01/01/2001 1050065 -35.21% 01/01/2002 1071437 -36.50% YTD Change in Market Indices DJIA -17.05% Nasdaq -36.02% S&P 500 -24.72% Russell 2000 -22.94%