Asian Flu Portfolioi - Purchase on Oct 30, 1997
Company Symbol Recommended Current Stock Range Status
Price Price 52 Week
Applied Magnetics APM $22.69 12 11/16 12.25 - 60 B
Applied Materials AMAT $33 26 1/8 25.25 - 54 B
Spectrian SPCT $22.75 17 5/8 7 - 66 B
Sun Micro Systems SUNW $32.75 35 11/16 25 - 53 B
Templeton Dragon Fund TDF $12.25 11 1013/16 - 18 B
Note: We have decided to add another position of each listed opportunity in order to average down our cost of the list investment. Long-term investing is our motive and we must follow a strict formula for investing. If we loved them at the recommended prices, we feel that at even lower prices we can build a larger portfolio at lower prices. (Current prices will be used averaging down purposes.
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