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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: wooden ships who wrote (6135)	7/22/1998 3:34:00 PM
From: Allan Harris	Read Replies (4) \| Respond to of 42834

Rec'd # Security In At Now Change 8/5/94 710 AmOnline 3.64 129.38 3457.74% 9/9/97 580 Amazon.com 19.11 132.00 590.71% 5/17/95 1960 Iomega Cor 1.28 5.94 363.72% 10/1/96 84 LucentTech 23.81 102.38 330.00% 8/12/96 130 AT&T 39.58 58.56 47.97% 2/20/98 215 DuPont 59.83 66.63 11.35% 2/20/98 200 Exxon 64.09 70.19 9.51% 4/30/97 -1170Trump 8.47 7.69 9.23% 7/2/98 235 Starbucks 55.91 56.25 0.61% 2/20/98 270 Int'l Pape 47.69 45.38 -4.86% 1/8/98 425 3Dfx 25.67 16.13 -37.18% 8/24/95 130 KLA-Tencor 44.71 27.88 -37.66% 8/13/96 250 3Com Corp. 46.86 28.56 -39.05% 6/26/97 325 Innovex 27.71 15.06 -45.64% The methodology that established this real money portfolio is up 64% YTD vs 20% for the S&P. It has beaten the S&P 3 out of the past 4 years, just slightly underperforming in 1997. Any comments before I identify the source? Allan