PeakTrader.com

[arthur]

Oct 26th Stock Portfolio (fifth update):

I bought 20,000 shares of CBJ at $35,600 [1.78], bought 30,000 shares of LU at $91,500 [3.05], bought 10,000 shares of RFMD at $53,000 [5.30], bought 50,000 shares of LU at $147,000 [2.94], and bought 10,000 shares of AMCC at $26,300 [2.63].

My portfolio is about $670,000 including about $30,000 in cash.

Long Shares

LU 150,000
CBJ 20,000
AMCC 10,000
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)