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second update

 
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arthur
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PostPosted: Thu Oct 27, 2005 5:54 am    Post subject: second update Reply with quote
Oct 27th Stock Portfolio (second update):

I bought 50,000 shares of LU at $141,000 [2.82, partially on margin], and bought 10,000 shares of AMCC at $24,500 [2.45].

My portfolio is about $650,000 including about negative $140,000 in cash.

Long Shares

LU 200,000
CBJ 20,000
AMCC 20,000
RFMD 10,000
ATWL 100,000
SQNM 70,000

Short Shares

None

Portfolio at $500,000 on Oct 15th, 2003 (This portfolio is "scaled-up" adjusted for taxes and interest)
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