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third update

 
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arthur
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PostPosted: Thu Oct 27, 2005 6:43 am    Post subject: third update Reply with quote
Oct 27th Stock Portfolio (third update):

I bought 50,000 shares of LU at $141,000 [2.82, partially on margin], bought 10,000 shares of AMCC at $24,500 [2.45], and bought 100,000 shares of LU at $272,000 [2.72].

My portfolio is about $640,000 including negative $410,000 in cash.

Long Shares

LU 300,000
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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