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The Bender Paper Portfolio began January 1st, 1998. It is an attempt to outperform the Motley Fools' Rule Breaker Portfolio.
How we have been doing: December 31, 1997 Bender Paper Portfolio: $167,800.46 December 31, 1998 Bender Paper Portfolio: $466,355.73 December 31, 1999 Bender Paper Portfolio: $1,676,740.53 December 31, 2000 Bender Paper Portfolio: $1,418,840.78 December 31, 2001 Bender Paper Portfolio: $3,730,413.48 December 31, 1997 Motley Fool's Rule Breaker Portfolio: $167,800.46 December 31, 1998 Motley Fool's Rule Breaker Portfolio: $501,851.05 December 31, 1999 Motley Fool's Rule Breaker Portfolio: $812,407.50 December 31, 2000 Motley Fool's Rule Breaker Portfolio: $399,862.59 December 31, 2001 Motley Fool's Rule Breaker Portfolio: $395,157.58 ** Note that beginning in the 4th Quarter the Fools began adding $12,500.00 cash to their Portfolio. The Bender Paper Portfolio did not.
We continued the competition into 2001. Here is how it ended.
BENDER PAPER PORTFOLIO HOLDINGS ..... December 31, 2001
1,600 shr Genzyme Molecular (GZMO) @ $12.75/ ???/ 8.00 *
3,500 shr Rambus (RMBS) @ $ 8.75/ ???/ 7.99
6,000 shr SilverStream (SSSW) @ $ 5.00/ ???/ 6.81
24,000 shr CyberSource (CYBS) @ $ 1.25/ ???/ 1.76
24,000 shr Viant (VIAN) @ $ 1.25/ ???/ 1.67
5,500 shr ETrade (ET) @ $ 5.50/ ???/10.25
10,000 shr Mattson (MTSN) @ $ 5.75/ ???/ 8.81
2,000 shr Forrester Research (FORR) @ $16.30/13.04/20.14
900 shr National Cash Register (NCR) @ $34.00/27.20/36.86
2500 shr Vaxgen Inc. (VXGN) @ $12.00/ 9.60/11.60
7500 shr Ariad Pharm. (ARIA) @ $ 4.10/ 3.28/ 5.33
40,000 shr Enron (ENE) @ $ 0.75/ ???/ 0.60
LONG 16,000 shr Coldwater Creek (CWTR) @ $18.00/21.60/21.18 **
SHORT 20,000 shr Amazon (AMZN) @ $11.50/13.80/10.82
SHORT 40,000 shr Micron (MU) @ $24.75/29.70/31.00
SHORT 3,300 shr E-Bay (EBAY) @ $63.75/72.00/66.90
SHORT 1,500 shr Microsoft (MSFT) @ $67.00/80.40/66.25
SHORT 64,000 shr Sun Microsystems (SUNW) @ $12.50/15.00/12.30
Prices above are:
Purchase Price/Automatic Sell/Cover Price/Current Price
$627,579.48 cash
+ 2,549,375.00 reserved cash for shorts
+ 553,459.00 in stock = $3,730,413.48
Motley Fool Portfolio = $395,157.58 ... December 31, 2001
* Long Term Hold/Value ( Lynch, Motley Fools)
** Short Term Momentum/Market (O'Neil, Ney, Zweig, Bender)
Running record of 2001 Trades:
Date.....Stock Buy/ Shares Price Profit/ Comm
Port Sell Loss Total
01-01-00............................................ 1,527,646.63
11-20-00 NTCR Buy 34000 6.00 *** 1,527,646.63
12-04-00 NTCR Buy 13500 4.875 *** 1,527,646.63
01-05-01 NTCR Sell 47500 6.875 56,750.00 13 1,584,383.63
12-12-00 NSIL Buy 20000 3.50 *** 1,584,383.63
01-16-01 NSIL Sell 20000 5.50 40,000.00 13 1,624,370.63
11-20-00 JDSU Buy 3000 65.00 *** 1,624,370.63
01-17-01 JDSU Sell 3000 56.00 -27,000.00 13 1,597,357.63
10-10-00 RMBS Buy 150 65.00 *** 1,597,357.63
10-31-00 RMBS Buy 300 39.00 *** 1,597,357.63
01-24-01 RMSB Sell 450 55.00 3,300.00 13 1,600,644.63
08-09-00 CTSH Buy 3000 40.00 *** 1,600,644.63
01-24-01 CTSH Sell 3000 50.00 30,000.00 13 1,630,631.63
10-04-00 SSTI Buy 480 21.00 *** 1,630,631.63
01-25-01 SSTI Sell 480 14.625 -3,060.00 13 1,627,558.63
01-16-00 ACTM Buy 10500 19.00 13 1,627,545.63
02-02-01 ACTM Sell 10500 29.00 105,000.00 13 1,732,532.63
11-11-99 FLE Buy 500 21.00 ** 1,732,532.63
01-26-99 FLE Buy 2000 17.50 *** 1,732,532.63
02-12-01 FLE Sell 2500 13.25 -12,375.00 13 1,720,144.63
09-19-00 NVDA Buy 150 64.00 *** 1,720,144.63
01-16-01 NVDA Buy 450 44.00 13 1,720,131.63
02-12-01 NVDA Sell 600 44.00 -3,000.00 13 1,717,118.63
03-10-00 LDMK Buy 1500 6.50 *** 1,717,118.63
03-15-00 LDMK Buy 1500 6.00 *** 1,717,118.63
02-12-01 LDMK Sell 3000 3.50 -8,250.00 13 1,708,855.63
01-16-01 MTSN Buy 12000 12.50 13 1,708,842.63
02-12-01 MTSN Sell 12000 14.50 24,000.00 13 1,732,829.63
11-22-00 HGSI Buy 270 59.00 *** 1,732,829.63
02-20-01 HGSI Sell 270 42.75 -4,387.50 13 1,728,429.13
02-07-01 CSCO Buy 10000 30.00 13 1,728,416.13
02-20-01 CSCO Sell 10000 28.50 -15,000.00 13 1,713,403.13
09-13-00 LE Buy 8000 24.00 *** 1,713,403.13
02-21-01 LE Sell 8000 24.00 0.00 13 1,713,390.13
02-12-01 SUNW Buy 1000 24.00 13 1,713,377.13
02-21-01 SUNW Sell 1000 20.00 -4,000.00 13 1,709,364.13
11-22-00 ET Buy 1000 10.00 *** 1,709,364.13
02-22-01 ET Sell 1000 10.50 500.00 13 1,709,851.13
02-12-01 QLGC Buy 4000 49.00 13 1,709,838.13
02-22-01 QLGC Sell 4000 42.00 -28,000.00 13 1,681,825.13
01-16-01 SNPS Buy 4000 50.00 13 1,681,812.13
02-23-01 SNPS Sell 4000 53.00 12,000.00 13 1,693,799.13
11-20-00 NITE Buy 2000 22.00 *** 1,693,799.13
03-06-01 NITE Sell 2000 18.00 -8,000.00 13 1,685,786.13
09-19-00 RHAT Buy 500 19.75 *** 1,685,786.13
10-16-00 RHAT Buy 500 14.75 *** 1,685,786.13
10-31-00 RHAT Buy 1000 11.75 *** 1,685,786.13
11-13-00 RHAT Buy 4000 11.00 *** 1,685,786.13
11-20-00 RHAT Buy 6000 8.00 *** 1,685,786.13
03-06-01 RHAT Sell 12000 7.00 -37,000.00 13 1,648,773.13
11-13-00 TTWO Buy 20000 10.00 *** 1,685,786.13
03-07-01 TTWO Sell 20000 11.25 25,000.00 13 1,710,773.13
03-08-01 RMBS Short 2800 44.00 13 1,710,760.13
03-15-01 RMBS Cover 2800 25.00 53,200.00 13 1,763,974.13
02-14-01 CWTR Buy 12500 16.00 13 1,763,961.13
03-16-01 CWTR Sell 12500 21.00 62,500.00 13 1,826,448.13
03-06-01 INKT Short 12000 10.00 13 1,826,435.13
03-16-01 INKT Cover 12000 5.50 54,000.00 13 1,880,422.13
03-12-01 JDSU Short 5000 25.00 13 1,880,409.13
03-19-01 JDSU Cover 5000 24.00 5,000.00 13 1,885,396.13
03-12-01 AOL Short 5000 41.00 13 1,885,383.13
03-19-01 AOL Cover 5000 39.00 10,000.00 13 1,895,370.13
03-08-01 MDCC Short 1800 67.00 13 1,895,357.13
03-22-01 MDCC Cover 1800 31.00 64,800.00 13 1,960,144.13
03-19-01 XOXO Short 15000 10.00 13 1,960,131.13
03-22-01 XOXO Cover 15000 5.50 67,500.00 13 2,027,618.13
03-16-01 SCHL Buy 1000 40.00 13 2,027,605.13
03-26-01 SCHL Sell 1000 36.00 -4,000.00 13 2,023,592.13
03-19-01 NXTL Short 10000 14.50 13 2,023,579.13
03-27-01 NXTL Cover 10000 14.50 0.00 13 2,023,566.13
03-22-01 CRGN Short 5000 19.00 13 2,023,553.13
03-27-01 CRGN Cover 5000 22.75 -18,750.00 13 2,004,803.13
03-27-01 IRS PAYMENT ........... -242,021.55 NA 1,762,781.58
03-08-01 EMC Short 3000 41.00 13 1,762,768.58
03-28-01 EMC Cover 3000 33.00 24,000.00 13 1,786,755.58
03-19-01 QLGC Buy 8000 27.00 13 1,786,742.58
04-01-01 QLGC Cover 8000 21.625 -43,000.00 13 1,743,729.58
03-06-01 AMZN Short 10000 14.00 13 1,743,716.58
04-01-01 AMZN Cover 10000 8.75 52,500.00 13 1,796,203.58
03-22-01 IMNX Short 5000 19.00 13 1,796,190.58
04-01-01 IMNX Cover 5000 13.00 30,000.00 13 1,826,177.58
03-12-01 AMCC Short 5000 25.00 13 1,826,164.58
04-03-01 AMCC Cover 5000 12.50 62,500.00 13 1,888,651.58
03-19-01 SV Buy 4000 28.00 13 1,888,638.58
04-03-01 SV Sell 4000 26.00 -8,000.00 13 1,880,625.58
03-19-01 AEOS Buy 4000 29.00 13 1,880,612.58
04-04-01 AEOS Sell 4000 29.00 0.00 13 1,880,599.58
03-19-01 GADZ Buy 5000 23.00 13 1,880,586.58
04-04-01 GADZ Sell 5000 22.00 -5,000.00 13 1,875,573.58
03-19-01 ADBE Buy 5000 29.00 13 1,875,560.58
04-04-01 ADBE Sell 5000 32.00 15,000.00 13 1,890,547.58
04-03-01 QLGC Short 10000 20.00 13 1,890,534.58
04-10-01 QLGC Cover 10000 24.00 -40,000.00 13 1,850,521.58
04-04-01 NXTL Short 16000 12.50 13 1,850,508.58
04-10-01 NXTL Cover 16000 15.00 -40,000.00 13 1,810,495.58
04-04-01 VRTS Short 2000 42.50 13 1,810,482.58
04-10-01 VRTS Cover 2000 51.00 -17,000.00 13 1,793,469.48
04-04-01 CIEN Short 4000 38.00 13 1,793,456.48
04-10-01 CIEN Cover 4000 45.50 -30,000.00 13 1,763,443.48
03-29-01 CSCO Buy 10000 15.25 13 1,763,430.48
04-12-01 CSCO Sell 10000 18.25 30,000.00 13 1,793,417.48
04-10-01 BOBJ Buy 3500 28.00 13 1,793,404.48
04-12-01 BOBJ Sell 3500 36.00 28,000.00 13 1,821,391.48
04-10-01 MACR Buy 6250 16.00 13 1,821,378.48
04-12-01 MACR Sell 6250 17.50 9,375.00 13 1,830,740.48
04-10-01 MTSN Buy 7100 14.00 13 1,830,727.48
04-12-01 MTSN Sell 7100 16.25 17,750.00 13 1,848,464.48
04-01-01 LVLT Short 10000 17.00 13 1,848,451.48
04-12-01 LVLT Cover 10000 13.00 40,000.00 13 1,888,438.48
03-29-01 RMBS Short 6000 22.00 13 1,888,425.48
04-12-01 RMBS Cover 6000 18.00 24,000.00 13 1,912,412.48
03-22-01 TLRK Short 5000 19.00 13 1,912,399.48
04-16-01 TLRK Cover 5000 20.00 -5,000.00 13 1,907,399.48
04-12-01 RMBS Short 10000 20.00 13 1,907,386.48
04-16-01 RMBS Cover 10000 18.00 20,000.00 13 1,927,373.48
04-12-01 QLGC Short 6250 32.00 13 1,927,360.48
04-16-01 QLGC Cover 6250 28.00 25,000.00 13 1,952,347.48
04-04-01 T Short 10000 20.50 13 1,952,334.48
04-17-01 T Cover 10000 21.50 -10,000.00 13 1,942,321.48
04-04-01 Q Short 6000 33.00 13 1,942,308.48
04-17-01 Q Cover 6000 35.50 -15,000.00 13 1,927,295.48
04-12-01 LVLT Short 13300 15.00 13 1,942,282.48
04-18-01 LVLT Cover 13300 12.00 39,900.00 13 1,967,169.48
04-17-01 MU Short 2200 45.00 13 1,967,156.48
04-19-01 MU Cover 2200 47.00 -4,400.00 13 1,962,743.48
04-17-01 AMAT Short 2000 50.00 13 1,962,730.48
04-19-01 AMAT Cover 2000 55.00 -10,000.00 13 1,952,717.48
04-17-01 BRCM Short 3200 31.00 13 1,952,704.48
04-19-01 BRCM Cover 3200 35.00 -12,800.00 13 1,939,891.48
04-16-01 QLGC Buy 7000 28.00 13 1,939,878.48
04-20-01 QLGC Sell 7000 49.00 147,000.00 13 2,086,865.48
04-16-01 PROX Buy 18000 11.00 13 2,086,852.48
05-02-01 PROX Sell 18000 17.00 108,000.00 13 2,194,839.48
04-17-01 NVDA Buy 1500 69.00 13 2,194,826.48
05-02-01 NVDA Sell 1500 92.00 34,500.00 13 2,229,313.48
05-26-99 DRMD Buy 500 14.00 ** 2,229,313.48
10-01-99 DRMD Buy 1000 7.00 ** 2,229,313.48
03-30-01 DRMD Buy 1500 5.25 13 2,229,300.48
05-03-01 DRMD Sell 3000 8.00 2,125.00 13 2,231,412.48
09-26-00 GLIA Buy 800 6.25 *** 2,231,412.48
10-10-00 GLIA Buy 800 6.00 *** 2,231,412.48
03-30-01 GLIA Buy 3400 2.125 13 2,231,399.48
05-03-01 GLIA Sell 5000 4.25 4,225.00 13 2,235,611.48
03-16-01 CSCO Buy 1000 19.00 13 2,235,598.48
03-28-01 CSCO Buy 2000 16.00 13 2,235,585.48
04-03-01 CSCO Buy 3000 13.75 13 2,235,572.48
05-03-01 CSCO Sell 6000 19.375 24,000.00 13 2,259,559.48
04-16-01 RMBS Buy 11000 17.00 13 2,259,546.48
05-07-01 RMBS Sell 11000 14.50 -27,500.00 13 2,232,033.48
03-16-01 CSCO Buy 500 19.00 **** 2,232,033.48
03-28-01 CSCO Buy 1000 16.00 **** 2,232,033.48
04-03-01 CSCO Buy 1500 13.75 **** 2,232,033.48
05-11-01 CSCO Sell 3000 19.00 10,875.00 13 2,242,895.48
04-18-01 AEOS Buy 3800 32.25 13 2,242,882.48
05-11-01 AEOS Sell 3800 41.00 33,250.00 13 2,276,119.48
04-19-01 CWTR Buy 6500 19.00 13 2,276,106.48
06-06-01 CWTR Sell 6500 25.50 42,250.00 13 2,318,343.48
05-11-01 VRTY Buy 15000 15.90 13 2,318,330.48
06-06-01 VRTY Sell 15000 19.00 46,500.00 13 2,364,817.48
04-20-01 NITE Buy 11000 17.50 13 2,364,804.48
06-08-01 NITE Sell 11000 14.00 -38,500.00 13 2,360,951.48
04-16-01 BOBJ Buy 9000 33.00 13 2,360,938.48
06-11-01 BOBJ Sell 9000 30.50 -22,500.00 13 2,338,425.48
05-23-01 VRTS Buy 2700 74.00 13 2,338,412.48
06-11-01 VRTS Sell 2700 71.00 -8,100.00 13 2,330,299.48
05-23-01 QLGC Buy 3500 56.75 13 2,330,286.48
06-13-01 QLGC Sell 3500 60.00 11,375.00 13 2,341,648.48
05-24-01 TTWO Short 5300 19.00 13 2,341,635.48
06-25-01 TTWO Cover 5300 18.00 5,300.00 13 2,346,922.48
04-19-01 ORCL Buy 6400 19.50 **** 2,346,909.48
06-25-01 ORCL Sell 6400 18.00 -9,600.00 13 2,337,296.48
04-19-01 CD Buy 7400 17.00 13 2,337,283.48
07-11-01 CD Sell 7400 20.00 22,200.00 13 2,359,470.48
06-25-01 IRF Buy 6000 34.00 13 2,359,457.48
07-11-01 IRF Sell 6000 33.50 -3,000.00 13 2,356,444.48
06-26-01 DGX Buy 2900 69.00 13 2,356,431.48
07-11-01 DGX Sell 2900 69.50 1,450.00 13 2,357,868.48
06-26-01 BRL Buy 2900 68.00 13 2,357,855.48
07-11-01 BRL Sell 2900 68.50 1,450.00 13 2,359,292.48
06-25-01 QLGC Buy 5600 53.00 13 2,359,279.48
07-13-01 QLGC Sell 5600 55.00 11,200.00 13 2,370,466.48
09-26-00 GLIA Buy 800 6.25 *** 2,370,466.48
10-10-00 GLIA Buy 800 6.00 *** 2,370,453.48
03-30-01 GLIA Buy 3400 2.125 13 2,370,440.48
07-18-01 GLIA Sell 5000 4.50 4,599.00 13 2,375,026.48
05-26-99 DRMD Buy 500 14.00 ** 2,375,026.48
10-01-99 DRMD Buy 1000 7.00 ** 2,375,026.48
03-30-01 DRMD Buy 1500 5.25 13 2,375,013.48
07-20-01 DRMD Sell 3000 21.75 43,375.00 13 2,418,375.48
03-16-01 CSCO Buy 500 19.00 13 2,418,362.48
03-28-01 CSCO Buy 1000 16.00 13 2,418,349.48
07-25-01 CSCO Sell 1500 18.80 2,700.00 13 2,421,036.48
05-23-01 NSIL Buy 20000 5.05 13 2,421,023.48
07-25-01 NSIL Sell 20000 3.80 -25,000.00 13 2,396,010.48
04-03-01 CSCO Buy 1500 13.75 13 2,395,997.48
08-01-01 CSCO Sell 1500 20.25 9,750.00 13 2,405,734.48
07-23-01 AMZN Short 20000 17.00 13 2,405,721.48
08-06-01 AMZN Cover 20000 12.00 100,000.00 13 2,505,708.48
06-14-01 EXDS Buy 6000 5.00 13 2,505,695.48
06-21-01 EXDS Buy 24000 1.25 13 2,505,682.48
08-07-01 EXDS Sell 30000 2.10 3,000.00 13 2,508,669.48
06-08-01 TTWO Short 5300 24.00 13 2,508,656.48
08-07-01 TTWO Cover 5300 18.00 31,800.00 13 2,540,443.48
07-11-01 EBAY Short 1650 60.00 13 2,540,430.48
08-08-01 EBAY Cover 1650 64.00 -6,600.00 13 2,533,817.48
07-11-01 QCOM Short 3400 59.00 13 2,533,804.48
08-08-01 QCOM Cover 3400 67.00 -20,400.00 13 2,513,391.48
07-11-01 CIEN Short 3400 29.00 13 2,513,378.48
07-12-01 CIEN Short 3400 36.00 13 2,513,365.48
08-17-01 CIEN Cover 6800 19.00 91,800.00 13 2,605,152.48
07-10-01 JNPR Short 6900 29.00 13 2,605,139.48
08-20-01 JNPR Cover 6900 17.40 80,040.00 13 2,685,166.48
08-20-01 MO Short 8000 45.00 13 2,685,153.48
09-04-01 MO Cover 8000 48.00 -24,000.00 13 2,661,140.48
08-08-01 MSCC Short 1500 69.00 13 2,661,127.48
08-29-01 MSCC Split 1500 0.00 NA 2,661,127.48
09-06-01 MSCC Cover 3000 22.50 42,000.00 13 2,703,114.48
06-14-01 AOL Short 5500 55.00 13 2,703,101.48
09-06-01 AOL Cover 5500 35.00 110,000.00 13 2,813,088.48
06-13-01 AMAT Short 5300 56.00 13 2,813,075.48
09-17-01 AMAT Cover 5300 37.00 100,700.00 13 2,913,762.48
08-07-01 MVSN Short 4000 51.00 13 2,913,749.48
09-18-01 MVSN Cover 4000 34.00 68,000.00 13 2,981,736.48
07-19-01 XLNX Short 4800 42.00 13 2,981,723.48
09-18-01 XLNX Cover 4800 30.00 57,600.00 13 3,039,310.48
08-02-01 QCOM Short 1700 68.00 13 3,039,297.48
08-06-01 QCOM Short 1700 68.00 13 3,039,284.48
09-19-01 QCOM Cover 3400 43.00 85,000.00 13 3,124,271.48
09-17-01 INFY Buy 7000 43.00 13 3,124,258.48
09-21-01 INFY Sell 7000 34.40 -60,200.00 13 3,064,045.48
09-17-01 CHKP Buy 10000 30.00 13 3,064,032.48
09-21-01 CHKP Sell 10000 24.00 -60,000.00 13 3,004,019.48
07-11-01 BEAS Short 4000 25.00 13 3,004,006.48
09-27-01 BEAS Cover 4000 9.00 64,000.00 13 3,067,993.48
09-18-01 TTWO Buy 38000 7.90 13 3,067,980.48
10-03-01 TTWO Sell 38000 8.60 26,600.00 13 3,094,567.48
09-18-01 CSCO Buy 2300 13.50 13 3,094,554.48
10-03-01 CSCO Sell 2300 14.00 1,150.00 13 3,095,691.48
08-07-01 TGT Short 2600 39.00 13 3,095,678.48
10-10-01 TGT Cover 2600 31.00 20,800.00 13 3,116,465.48
08-21-01 EXDS Buy 20000 1.30 13 3,116,452.48
09-06-01 EXDS Buy 40000 .65 13 3,116,439.48
09-07-01 EXDS Buy 60000 .40 13 3,116,426.48
10-12-01 EXDS Sell 120000 .15 -58,000.00 13 3,058,413.48
09-25-01 QCOM Short 10000 48.00 13 3,058,400.48
11-06-01 QCOM Cover 10000 52.00 -40,000.00 13 3,018,387.48
06-14-01 LVLT Buy 3900 7.75 13 3,018,374.48
07-18-01 LVLT Buy 6100 3.50 13 3,018,361.48
11-14-01 LVLT Sell 10000 7.50 23,425.00 13 3,041,773.48
11-16-01 LVLT Short 10000 7.00 13 3,041,760.48
11-26-01 LVLT Cover 10000 5.50 15,000.00 13 3,056,747.48
11-06-01 HWP Short 20000 19.75 13 3,056,734.48
11-26-01 HWP Cover 20000 21.00 -25,000.00 13 3,031,721.48
11-06-01 MCRL Short 6800 29.50 13 3,031,708.48
11-26-01 MCRL Cover 6800 30.50 -6,800.00 13 3,024,895.48
10-17-01 JNPR Short 12500 24.00 13 3,024,882.48
11-26-01 JNPR Cover 12500 24.50 -6,250.00 13 3,018,619.48
09-25-01 MSCC Short 10000 29.00 13 3,018,606.48
10-17-01 MSCC Short 10000 39.00 13 3,018,593.48
12-03-01 MSCC Cover 20000 31.00 60,000.00 13 3,078,580.48
08-07-01 RAD Short 24000 8.60 13 3,078,567.48
12-04-01 RAD Cover 24000 4.50 98,400.00 13 3,176,954.48
07-18-01 GZMO Buy 1600 12.75 13 0.00
07-23-01 RMBS Buy 3500 8.75 13 0.00
08-17-01 SSSW Buy 6000 5.00 13 0.00
08-17-01 CYBS Buy 24000 1.25 13 0.00
08-17-01 VIAN Buy 24000 1.25 13 0.00
08-17-01 ET Buy 5500 5.50 13 0.00
08-17-01 MTSN Buy 5000 8.00 13 0.00
09-27-01 MTSN Buy 5000 3.50 13 0.00
09-17-01 FORR Buy 2000 16.30 13 0.00
09-18-01 NCR Buy 900 34.00 13 0.00
10-30-01 VXGN Buy 2500 12.00 13 0.00
10-30-01 ARIA Buy 7500 4.10 13 0.00
12-07-01 ENE Buy 40000 0.75 13 0.00
.................................................................
07-11-01 EBAY Short 1650 60.00 **** 0.00
11-28-01 EBAY Short 1650 67.50 13 0.00
08-08-01 MSFT Short 1500 67.00 13 0.00
09-04-01 SUNW Short 32000 11.00 13 0.00
12-03-01 SUNW Short 32000 14.00 13 0.00
09-26-01 MU Short 20000 20.00 13 0.00
11-27-01 MU Short 20000 29.50 13 0.00
11-30-01 AMZN Short 20000 11.50 13 0.00
12-10-01 CWTR Buy 16000 18.00 13 0.00
* Commission paid upon purchase in 1998 ** Commission paid upon purchase
in 1999, *** commission paid upon purchase in 2000, **** commission paid upon purchase in 2000