PeakTrader.com

[arthur]

Oct 27th Stock Portfolio (ninth 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], sold 10,000 shares of RFMD at $52,000 [5.20], sold 100,000 shares of LU at $276,000 [2.76], sold 20,000 shares of SQNM at $14,000 [0.70], bought 10,000 shares of PMCS at $64,500 [6.45], and sold 20,000 shares of SQNM at $14,400 [0.72].

My portfolio is about $645,000 including about negative $70,000 in cash.

Long Shares

LU 200,000
CBJ 20,000
PMCS 10,000
ATWL 100,000
SQNM 30,000

Short Shares

None

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