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

To: Ron McKinnon who wrote (1246)	12/11/1997 7:38:00 AM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

STATUS 12/10 This might be a good time for each of us to reevaluate our holdings 30-Dec 250000 Z 31-Jan 297000 18.80% 28-Feb 269000 7.60% 31-Mar 273000 9.20% 30-Apr 285000 14.00% 30-May 382117 52.85% 30-Jun 405536 62.21% 31-Jul 412958 65.18% 31-Aug 453871 81.55% 30-Sep 438290 75.32% 31-Oct 406821 62.73% 30-Nov 400049 60.02% 10-Dec 370787 48.31% closed transactions since last post OMKT 11/28 ron 3000 10.125 30375 12/3 11.625 34875 4500 -15 4485 OO 10/23 ron 2000 9.250 18500 12/10 10.000 20000 1500 -15 1485 OO 10/17 ron 3000 10.313 30938 12/10 10.000 30000 -938 -15 -953 BG 10/23 ron 2000 15.063 30125 12/7 15.750 31500 1375 -15 1360 AXIM 12/2 sue 2000 5.625 11250 12/3 5.375 10750 -500 -15 -515 APM 12/2 steve 2000 16.250 32500 12/3 15.750 31500 -1000 -15 -1015 Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 11/10 dan 2500 9.125 22813 6.750 16875 -5938 -15 -5953 -26% ADAC 11/4 dan 1500 20.250 30375 21.000 31500 1125 -15 1110 4% AMAT 11/25 larry 1000 33.000 33000 31.750 31750 -1250 -15 -1265 -4% ASND 9/11 sue 500 39.813 19907 27.313 13656 -6250 -15 -6265 -31% AXIM 11/19 dan 4000 6.250 25000 5.000 20000 -5000 -15 -5015 -20% CAV 9/8 larry 3000 11.438 34313 10.563 31688 -2625 -15 -2640 -8% CKH 11/12 paul 500 62.125 31063 58.813 29406 -1656 -15 -1671 -5% ESOL 11/12 dan 2400 5.813 13950 4.875 11700 -2250 -15 -2265 -16% INTV 11/14 dan 3000 10.375 31125 8.000 24000 -7125 -15 -7140 -23% JLG 7/11 dan 2000 13.625 27250 13.688 27375 125 -15 110 0% KLIC 10/1 hunter 800 43.750 35000 24.875 19900 -15100 -15 -15115 -43% LNET 11/11 dan 2500 11.750 29375 11.250 28125 -1250 -15 -1265 -4% LSI 6/10 dan 800 33.625 26900 21.188 16950 -9950 -15 -9965 -37% LSI 10/16 ron 2000 24.500 49000 21.188 42376 -6624 -15 -6639 -14% LSS 10/16 larry 1000 44.000 44000 28.625 28625 -15375 -15 -15390 -35% MPARY 11/16 ron 5000 4.625 23125 6.500 32500 9375 -15 9360 41% NTN 10/21 sue 10000 2.063 20625 1.188 11875 -8750 -15 -8765 -42% OLS 11/28 ron 3000 14.875 44625 15.125 45375 750 -15 735 2% PCTL 9/26 ron 2000 10.750 21500 6.938 13875 -7625 -15 -7640 -35% PCTL 9/26 ron 2000 10.250 20500 6.938 13876 -6624 -15 -6639 -32% PETM 5/14 dan 1500 11.875 17813 6.688 10031 -7781 -15 -7796 -44% PETM 6/16 dan 1000 10.875 10875 6.688 6688 -4187 -15 -4202 -39% PETM 8/8 dan 2000 8.500 17000 6.688 13376 -3624 -15 -3639 -21% PETM 10/8 dan 2000 9.750 19500 6.688 13376 -6124 -15 -6139 -31% RII 10/9 larry 1000 32.750 32750 25.313 25313 -7438 -15 -7453 -23% SCOP 9/23 sue 1000 23.250 23250 10.375 10375 -12875 -15 -12890 -55% TUBY 11/7 sue 20000 0.281 5625 0.250 5000 -625 -15 -640 -11% VTEL dan 1000 9.250 9250 7.000 7000 -2250 -15 -2265 -24% VTEL dan 1000 8.875 8875 7.000 7000 -1875 -15 -1890 -21% WHC 10/16 paul 500 31.250 15625 26.625 13313 -2313 -15 -2328 -15% * * * * * 744007 602898 -141108 -450 -141558 -19% Portfolio Summary** Beg Bal 250000 Plus Gains Realized 261895 Less Holdings at Cost 744007 Equals Cash Balance -232111 0.000222 -232111 -51.53 marg int calc Plus Holdings At Present Price 602898 Equals Total Portfolio Balance 370787 Gain YTD 120,787 48.31% BUYING POWER 69,338 Total Interest paid ytd -10126

To: Ron McKinnon who wrote (1246)	12/12/1997 12:34:00 AM
From: pz	Read Replies (1) \| Respond to of 11568

Z TRACKING REPORT - PORTFOLIO end of day 12/11/97 Support Resistance STOCK SPONSOR CLOSE Daily Weekly Daily Weekly TARGET STOP AAC Dan 6.750 * * * * 10 * Position: 2500 at 9.125 ADAC Dan 19.625 * * * * * * Position: 1500 at 20.25 ASND Sue 28.375 * * * * * * Position: 500 at 39.813 AXIM Dan 4.750 * * * * 7.000 * Position: 4000 at 6.25 CAV Larry 10.438 * * * * * * Position: 3000 at 11.438 CKH Paul 58.125 * * * * * * Position: 500 at 62.125 ESOL Dan 4.750 * * * * 6.500 * Position: 2400 at 5.813 INTV Dan 7.781 * * * * 11.750 * Position: 3000 at 10.375 JLG Dan Z. 14.000 * * * * * * Position: 2000 at 13.625 KLIC Hunter 18.125 * * * * * * Position: 800 at 43.75 LNET Dan 11.625 * * * * 13.000 10.750(m) Position: 2500 at 11.75 LSI Dan Z. 20.000 none 30.000 33.000 35.000 * * Position: 800 at 33.625, 2000 at 24.50 LSS Larry 26.438 * * * * * * Position: 1000 at 44 MPARY Ron 6.000 * * * * 5.500 * Position: 5000 at 4.625 NTN Sue 1.063 * * * * * * Position: 10,000 at 2.063 OLS Ron 14.688 * * * * * * Position: 3000 at 14.875 PCTL Ron 7.000 * * * * * * Position: 2000 at 10.75, 2000 at 10.25 PETM Dan Z. 6.563 10.500 10.000 12.875 13.000 15.00 none Position: 1500 at 11.875, 1000 at 10.875, 2000 at 8.500, 2000 at 9.75 RII Larry 24.813 * * * * * * Position: 1000 at 32.75 VTEL Dan Z. 7.000 6.000 5.250 7.000 7.000 11.000 4.875 Position: 1000 at 9.25, 1000 at 8.875 WHC Paul Z. 25.875 * * * * * *** Position: 500 at 31.25