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

To: DanZ who wrote (1621)	4/29/1998 12:29:00 PM
From: Beachside Bill	Respond to of 11568

Z trade Sell 500 DEZI @ 11 1/4. TTMAR. Still think it will reach target. But nice few days profit.

To: DanZ who wrote (1621)	5/2/1998 8:15:00 AM
From: Ron McKinnon	Read Replies (2) \| Respond to of 11568

status 5/1 Dan, I'm not sure where we stand on the PAUH calls; please advise closed VLSI 3/4 dan 2000 19.1250 38250 4/29 21.5000 43000 4750 -15 4735 12% CKSG 4/23 sue 3000 21.3750 64125 5/1 21.8750 65625 1500 -15 1485 2% WHC 4/24 paul 1000 25.0000 25000 4/29 26.1250 26125 1125 -15 1110 4% DEZI 4/27 bill 500 9.625 4813 4/29 11.2500 5625 813 -15 798 17% DEZI 4/27 bill 500 9.625 4813 4/27 10.5000 5250 438 -15 423 9% ESST 3/31 bill 1000 6.3750 6375 4/28 6.4375 6438 63 -15 48 1% PLU 4/24 ron 5000 7.1250 35625 4/28 6.8750 34375 -1250 -15 -1265 -4% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AGAM 3/20 darth 5000 5.0000 25000 4.5625 22813 -2188 -15 -2203 -9% APM 4/22 dan 4000 10.8125 43250 10.1875 40750 -2500 -15 -2515 -6% CBS 2/6 larry 1000 30.6250 30625 35.2500 35250 4625 -15 4610 15% CPQ 4/22 larry 2000 28.875 57750 29.5000 59000 1250 -15 1235 2% DMIC 4/17 tina 1500 11.2500 16875 11.3750 17063 188 -15 173 1% DSWLF 4/30 bill 1000 19.3750 19375 20.5000 20500 1125 -15 1110 6% GLM 4/9 paul 1000 23.6250 23625 24.6875 24688 1063 -15 1048 4% HRSH 4/3 darth 2400 8.5000 20400 9.6875 23250 2850 -15 2835 14% IRF 3/17 dan 2000 12.5000 25000 12.2500 24500 -500 -15 -515 -2% IRF 3/31 dan 2000 11.6250 23250 12.2500 24500 1250 -15 1235 5% LNET 12/31 dan 2500 11.0000 27500 12.1250 30313 2813 -15 2798 10% LUV 3/30 larry 1000 29.0000 29000 26.7500 26750 -2250 -15 -2265 -8% PAUH 1/6 dan 3000 10.0000 30000 15.0625 45188 15188 -15 15173 51% PUQEV 1073 RAM 2/26 darth 3000 6.0000 18000 5.5000 16500 -1500 -15 -1515 -8% T 4/20 dan 800 64.6250 51700 60.7500 48600 -3100 -15 -3115 -6% * * * * * 441350 459663 18313 -225 19161 4% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 107126 Less Holdings at Cost 441350 Equals Cash Balance 165776 Plus Holdings At Present Price 459438 Equals Total Portfolio Balance 625213 Portfolio Change YTD 125213 25.04%