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

To: Paul Moerman who wrote (7781)	8/8/2002 3:14:23 PM
From: DanZ	Respond to of 11568

Sell 2000 ADPT at 6.10 from 5.71 (Hold the other 2K) Sell 500 ADI at 23.00 from 20.25 My short term target was 24...this is close enough.

To: Paul Moerman who wrote (7781)	8/11/2002 9:32:49 AM
From: DanZ	Read Replies (2) \| Respond to of 11568

Status 08/11/02. 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% 16.720 8360 -725 -8% 12 -0.480 AAPL 06/19/02 paul m 1000 17.240 17240 2.1% 15.000 15000 -2240 -13% 53 -0.300 ACF 08/08/02 ron 200 9.450 1890 0.3% 11.880 2376 486 26% 3 -0.380 ADPT 07/31/02 dan 2000 6.010 12020 1.7% 6.051 12102 82 1% 11 -0.049 AMZN 07/01/02 kelvin 2000 14.150 28300 4.1% 14.260 28520 220 1% 41 0.360 ANAD 01/07/02 sue 2000 14.800 29600 0.9% 3.200 6400 -23200 -78% 216 -0.080 ANAD 01/16/02 sue 2000 12.290 24580 0.9% 3.200 6400 -18180 -74% 207 -0.080 ARW 07/30/02 dan 500 17.650 8825 1.2% 16.380 8190 -635 -7% 12 -0.170 ATML 07/30/02 dan 2000 3.150 6300 0.8% 2.720 5440 -860 -14% 12 -0.150 AYE 05/10/02 bill 1000 35.990 35990 2.8% 19.880 19880 -16110 -45% 93 0.580 AYE 05/13/02 bill 500 35.200 17600 1.4% 19.880 9940 -7660 -44% 90 0.580 BZH 07/02/02 bill 800 78.500 62800 7.0% 61.700 49360 -13440 -21% 40 0.600 CNC 05/14/02 sue 10000 3.300 33000 0.5% 0.340 3400 -29600 -90% 89 0.000 CNC 07/25/02 sue 14000 0.820 11480 0.7% 0.340 4760 -6720 -59% 17 0.000 COF 07/24/02 ron 100 27.000 2700 0.4% 29.100 2910 210 8% 18 1.400 COF 08/08/02 ron 100 24.400 2440 0.4% 29.100 2910 470 19% 3 1.400 CPN 04/24/02 paul m 1200 11.820 14184 0.6% 3.750 4500 -9684 -68% 109 0.720 CPN 08/08/02 paul m 3000 3.000 9000 1.6% 3.750 11250 2250 25% 3 0.720 FBF 07/15/02 ron 400 26.710 10684 1.4% 24.190 9676 -1008 -9% 27 0.570 FBF 07/16/02 ron 400 24.710 9884 1.4% 24.190 9676 -208 -2% 26 0.570 FBF 07/24/02 ron 200 18.350 3670 0.7% 24.190 4838 1168 32% 18 0.570 FLEX 08/02/02 dan 1000 8.110 8110 1.1% 7.790 7790 -320 -4% 9 -0.400 IDTI 06/19/02 paul m 1000 20.290 20290 1.9% 13.150 13150 -7140 -35% 53 -0.360 INTC 06/20/02 dan 1000 20.020 20020 2.5% 17.860 17860 -2160 -11% 52 -0.520 INTU 07/18/02 kelvin 1000 41.680 41680 6.0% 42.120 42120 440 1% 24 0.300 JDSU 05/22/02 sue 5000 4.000 20000 1.7% 2.340 11700 -8300 -42% 81 -0.140 KRB 07/24/02 ron 200 13.050 2610 0.5% 19.240 3848 1238 47% 18 0.210 LUV 05/13/02 larry 2000 17.210 34420 3.8% 13.260 26520 -7900 -23% 90 0.060 MTXX 00/00/00 dan 10000 6.900 69000 13.9% 9.750 97500 28500 41% -0.040 NUAN 04/26/02 dan 2000 5.250 10500 0.7% 2.500 5000 -5500 -52% 107 -0.240 NUAN 06/03/02 dan 2000 4.350 8700 0.7% 2.500 5000 -3700 -43% 69 -0.240 QQQ 06/14/02 ron 1000 26.970 26970 3.3% 23.330 23330 -3640 -13% 58 -0.240 QQQ 07/02/02 ron 500 24.510 12255 1.7% 23.330 11665 -590 -5% 40 -0.240 QQQ 08/02/02 ron 500 22.170 11085 1.7% 23.330 11665 580 5% 9 -0.240 QQQ 08/07/02 ron 500 22.420 11210 1.7% 23.330 11665 455 4% 4 -0.240 QQQ 08/07/02 ron 500 22.120 11060 1.7% 23.330 11665 605 5% 4 -0.240 RATL 06/25/02 dan 1000 9.440 9440 0.9% 6.480 6480 -2960 -31% 47 -0.160 RRI 07/17/02 dan 1000 8.080 8080 0.6% 4.250 4250 -3830 -47% 25 -0.250 SEE 07/31/02 ron 200 14.120 2824 0.4% 15.100 3020 196 7% 11 0.100 SMTC 07/31/02 kelvin 1000 19.350 19350 2.8% 19.410 19410 60 0% 11 -0.440 SUNW 07/01/02 ron 500 4.420 2210 0.3% 4.170 2085 -125 -6% 41 0.050 SUNW 07/23/02 ron 500 4.220 2110 0.3% 4.170 2085 -25 -1% 19 0.050 SUNW 08/02/02 ron 500 3.580 1790 0.3% 4.170 2085 295 16% 9 0.050 TE 07/19/02 larry 575 19.940 11466 1.9% 23.420 13467 2001 17% 23 -0.080 TYC 07/25/02 ron 200 8.120 1624 0.3% 12.230 2446 822 51% 17 0.130 * * * * * 708991 81.8% 573334 -135657 -19% 44.4 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 -234999 + Unrealized Gains -135657 = Portfolio Balance 700781 YTD Change -34.59% Cash Summary Beg Balance 1/1/2002 1071437 + Realized Gains -234999 - Holdings at Cost 708991 = Cash Balance 127448 18.2% Portfolio History Period Beg Beg Balance Chg Since 01/01/1999 500000 40.16% 01/01/2000 1319059 -46.87% 01/01/2001 1050065 -33.26% 01/01/2002 1071437 -34.59% YTD Change in Market Indices DJIA -12.73% Nasdaq -33.03% S&P 500 -20.86% Russell 2000 -20.48%