KLA-Tencor

On December 1, 1998 the Fool Port (Rule Breaker Port) sold five positions: Innovex, KLA-Tencor and 3Com entirely, and partial positions in Amazon.com and America Online. The trade was done to raise cash for new buys that best match the portfolio's investment strategy. For the full rationale, please see the sell report.

ACTION  #   STOCK  PRICE   COMS'N
Sold   140  AMZN  $203 5/8    $8       
Sold   320  AOL    $89 3/16   $8
Sold   325  INVX   $16 3/16   $8
Sold   130  KLAC   $34        $8
Sold   250  COMS   $43        $8

We made the twenty-first and twenty-second trades in the Fool Portfolio on Thursday, August 25, 1995, buying two Investing For Growth picks -- Applied Materials and KLA Instruments. These massive semiconductor equipment giants comprise the Fool Portfolio's exposure to the semiconductor industry -- a massive growth sector that will be feuled by the expansion of computers and computer related products and services worldwide. The buy orders were promptly filled by K. Aufhauser & Co. at $114 1/2 and $89 respectively, heading lower ever since.

11/25/98 -- Selling 3Com, Innovex and KLA-Tencor, and minority portions of America Online and Amazon.com
05/02/96 -- Fool Sells AMAT
08/24/95 -- Buy Report & Announcement

KLAC Message Board

Sell Stats:

ACTION  #   STOCK  PRICE      COMS'N  
Sold   130  KLAC    $34         $8

Buy Stats:

ACTION  #   STOCK  PRICE     COMS'N  COST BASIS
Buy     50  AMAT   $114 1/2  $27.49  $5752.49