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Technology Stocks : THQ,Inc. (THQI) -- Ignore unavailable to you. Want to Upgrade?

To: StaggerLee who wrote (3349)	2/17/1998 9:50:00 PM
From: Yuppy	Read Replies (2) \| Respond to of 14266

StaggerLee, As I recalled, didn't you recommend shorting THQI near the end of 1997 when THQI was around $18 -- $19?

To: StaggerLee who wrote (3349)	2/17/1998 11:44:00 PM
From: Eugenio Draschner	Read Replies (2) \| Respond to of 14266

You know, the Stagger portfolio by my count is taking a drubbing, but a reverse Stagger portfolio would have done quite nicely... (The 12/31/97 prices are based on closing prices from some charts, so they may be 1/8 or so off in one direction or another. Please feel free to correct.) Maybe the lesson here is to bet against the man... The Stagger Portfolio Price on Price on Ticker Recomm 12/31/97 Investment Shares 2/17/98 Current Value Gain/Loss % Return IIVI Long 23.75 $1,000 42.1 21 $884.21 $(115.79) -11.6% WTT Long 6.625 $1,000 150.9 6.25 $943.40 $(56.60) -5.7% ADMG Long 3.375 $1,000 296.3 3.3125 $981.48 $(18.52) -1.9% TLDCF Long 19 $1,000 52.6 13.75 $723.68 $(276.32) -27.6% FSCNY Long 4.375 $1,000 228.6 4.5625 $1,042.86 $42.86 4.3% EGRP Short 23 $1,000 43.5 26 $1,130.43 $(130.43) -13.0% YHOO Short 66 $1,000 15.2 64.25 $973.48 $26.52 2.7% ONSL Short 17 $1,000 58.8 26.0625 $1,533.09 $(533.09) -53.3% THQI Short 22.5 $1,000 44.4 21.75 $966.67 $33.33 3.3% MCOM Short 9.75 $1,000 102.6 10.3437 $1,060.90 $(60.90) -6.1% PORTFOLIO $10,000 $(1,088.94) -10.9% The Reverse Stagger Portfolio Price on Price on Ticker Recomm 12/31/97 Investment Shares 2/17/98 Current Value Gain/Loss % Return IIVI Short 23.75 $1,000 42.1 21 $884.21 $115.79 11.6% WTT Short 6.625 $1,000 150.9 6.25 $943.40 $56.60 5.7% ADMG Short 3.375 $1,000 296.3 3.3125 $981.48 $18.52 1.9% TLDCF Short 19 $1,000 52.6 13.75 $723.68 $276.32 27.6% FSCNY Short 4.375 $1,000 228.6 4.5625 $1,042.86 $(42.86) -4.3% EGRP Long 23 $1,000 43.5 26 $1,130.43 $130.43 13.0% YHOO Long 66 $1,000 15.2 64.25 $973.48 $(26.52) -2.7% ONSL Long 17 $1,000 58.8 26.0625 $1,533.09 $533.09 53.3% THQI Long 22.5 $1,000 44.4 21.75 $966.67 $(33.33) -3.3% MCOM Long 9.75 $1,000 102.6 10.34375 $1,060.90 $60.90 6.1% PORTFOLIO $10,000 $1,088.94 10.9%