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

To: Larry S. who wrote (2525)	2/2/1999 1:48:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

in 2000 TECD 20 5/8 I think this selloff is way overdone will still make over $2 so P/E under 10

To: Larry S. who wrote (2525)	2/2/1999 8:16:00 PM
From: Ron McKinnon	Read Replies (3) \| Respond to of 11568

status 2/2 Larry, there was not enough cash for todays buys, so I changed your PEP to 1000 and my TECD to 3000 at the average price of my two buys folks, lets not forget stops and let some of these drift down to big losses like in the past we should be cutting losses fast and keeping cash for new positions closed SRV 1/30 ron 2000 16.0000 32000 2/1 17.6250 35250 3250 -15 3235 10% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ASHW 1/8 dan 5000 5.3750 26875 4.9688 24844 -2031 -15 -2046 -8% CD 1/25 larry 2000 19.3125 38625 22.2500 44500 5875 -15 5860 15% ELY 1/29 rick 2500 10.4375 26094 10.8125 27031 938 -15 923 4% GUMM 2/1 dan 3000 12.3750 37125 11.5625 34688 -2438 -15 -2453 -7% NXTL 1/5 larry 1000 26.5000 26500 31.3125 31313 4813 -15 4798 18% PEP 2/2 larry 1000 39.1250 39125 38.9375 38938 -188 -15 -203 -1% SRV 1/29 larry 2000 17.0000 34000 16.6250 33250 -750 -15 -765 -2% TECD 2/2 ron 3000 20.3125 60938 20.3125 60938 0 -15 -15 0% TNSU 1/11 paul 10000 2.1250 21250 2.0000 20000 -1250 -15 -1265 -6% TOY 1/11 dan 2000 16.1875 32375 14.5000 29000 -3375 -15 -3390 -10% TSRI 1/28 sue 2000 10.4375 20875 9.0000 18000 -2875 -15 -2890 -14% TUNE 1/21 dan 5000 5.0000 25000 4.6250 23125 -1875 -15 -1890 -8% TXI 1/11 rick 1200 28.3125 33975 27.5000 33000 -975 -15 -990 -3% VLSI 1/21 dan 3000 12.6250 37875 11.1250 33375 -4500 -15 -4515 -12% WSTL 1/21 dan 4000 8.0000 32000 6.3125 25250 -6750 -15 -6765 -21% XYLN 1/5 anna 1500 20.5000 30750 19.5625 29344 -1406 -15 -1421 -5% YHOO 1/14 larry 100 360.0000 36000 323.0000 32300 -3700 -15 -3715 -10% * * * * * 559381 538894 -20488 -255 -20743 -4% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 66955 Less Holdings at Cost 559381 Equals Cash Balance 7574 Plus Holdings At Present Price 538639 Equals Total Portfolio Balance 546213 Portfolio Change YTD 46213 9.24%