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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Street Walker who wrote (189)	5/6/1999 9:41:00 PM
From: Sergio H	Respond to of 1316

Good post SW, but not all bad news. Jim's THDO turned in a good performance today, and the other Jim's ALSC has been a slow climber. We unloaded AOL and DLCK today. We had too much internet exposure and lacked diversification. Surprised to see only one short position on the folio. OPEN POSITIONS 4/26/99 ADRN 7 4/26/99 ALSC 3 5/8 4/26/99 DSTR 2 21/32 4/26/99 DSTRW 2 1/32 4/26/99 FOB 18 4/26/99 MSGI 36 4/29/99 ASTNW 3 15/16 4/30/99 THDO 6 3/8 4/30/99 IBM short 208 1/2 5/3/99 ABOV 91 5/3/99 VCI 58 5/3/99 FLC 11 3/16 5/6/99 SATH 11 3/16 5/6/99 EXDS 83 3/8 5/6/99 DEMP 8 7/8 CLOSED POSITIONS 4/26/99 BEAM 16 1/6 CLOSED 4/27 + 3% 4/26/99 BIDS 11 1/8 CLOSED 4/26 + 69% 4/26/99 BIDS 11 1/8 CLOSED 4/27 + 74% 4/26/99 GTNR 4 1/16 CLOSED 4/27 - 6% 4/27/99 ELOT 6 3/16 CLOSED 4/27 + 40% 4/28/99 YORK 6 5/8 CLOSED 4/28 - 9% 4/26/99 YORK 5 7/16 CLOSED 4/29 + 11% 4/28/99 LCAV 6 3/4 CLOSED 4/29 + 13% 4/28/99 HAL 41 5/8 CLOSED 4/29 + 6% 4/30/99 SIEB 32 1/2 CLOSED 5/4 - 7% 5/3/99 GMGC 5 5/8 CLOSED 5/4 + 4% 5/5/99EGGS short 14 7/8 CLOSED 5/5 + 2% 4/26/99 DCLK 151 CLOSED 5/6 - 19% 4/28/99 AOL 150 CLOSED 5/6 - 20%