PeakTrader.com

[arthur]

Oct 27th Stock Portfolio (fifth 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], bought 100,000 shares of LU at $272,000 [2.72], sold 20,000 shares of AMCC at $50,000 [2.50], and sold 10,000 shares of RFMD at $52,000 [5.20].

My portfolio is about $640,000 including about negative $310,000 in cash.

Long Shares

LU 300,000
CBJ 20,000
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)