.HEAD 0 + Sample Business Outline .HEAD 1 + Daily Planner .HEAD 2 + today's phone calls .HEAD 3 - George in NY (212)-365-0012 .HEAD 3 - John in Florida (305)-453-8900 .HEAD 3 - Russ in Seattle (206)-564-1111 .HEAD 3 - Steve 948-6767 .HEAD 3 - Henry (408)-973-3030 .HEAD 3 - Paul 321-2000 .HEAD 3 - Kris 456-0000 .HEAD 3 - Patty 454-9213 .HEAD 3 - Tom 854-9219 .HEAD 2 + meetings this week .HEAD 3 + Monday .HEAD 4 - 10 AM: meet with analysts .HEAD 4 - Lunch: Bob at 26-A .HEAD 4 - 3 PM: meet with Joe re: Tandon .HEAD 4 - 6 PM: meet with John at the track .HEAD 3 + Tuesday .HEAD 4 - 6:30 AM: breakfast with staff .HEAD 4 - 11 AM: review research proposal with Kathy .HEAD 4 - lunch: Jim to complete agreement .HEAD 4 - 3 PM: call Andy to set-up appointment .HEAD 4 - 4:30 PM: interview with local business journal .HEAD 3 + Wednesday .HEAD 4 - 8 AM: place orders on AT&T .HEAD 4 - lunch: Patty at Le Tour .HEAD 4 - 1 PM: presentation by Apple .HEAD 3 + Thursday .HEAD 4 - lunch: Tim in San Francisco .HEAD 4 - dinner: 7 PM with Bank of America executives .HEAD 3 + Friday .HEAD 4 - lunch: office staff (the Board Room) .HEAD 4 - 8:30 PM: party at Steve's Restaurant .HEAD 2 + next week .HEAD 3 - Monday .HEAD 3 - Tuesday .HEAD 3 + Wednesday .HEAD 4 - staff reviews due .HEAD 3 + Thursday .HEAD 4 - call New York office in the morning .HEAD 3 + Friday .HEAD 4 - party for Roger at the Circus Club .HEAD 2 + future .HEAD 3 + 1985 .HEAD 4 + February .HEAD 5 - 21: report on technology portfolio, New York .HEAD 4 + March .HEAD 5 + 16: seminar in Florida on commodities .HEAD 6 - call Tim Slater for details .HEAD 5 + 26: Success in Technology conference .HEAD 6 - Rickeys Hyatt/Palo Alto, California .HEAD 4 - April .HEAD 4 + May .HEAD 5 - 15: leaving for vacation .HEAD 4 - June .HEAD 4 + July .HEAD 5 - 6: Dad's birthday .HEAD 4 - August .HEAD 4 + September .HEAD 5 - national sales meeting in Dallas .HEAD 5 - 3-6: US Open in New York .HEAD 4 - October .HEAD 4 + November .HEAD 5 - 22: Mom's birthday .HEAD 4 - December .HEAD 3 + 1986 .HEAD 4 - January .HEAD 4 - February .HEAD 4 - March .HEAD 4 - April .HEAD 4 - May .HEAD 4 - June .HEAD 4 - July .HEAD 4 - August .HEAD 4 - September .HEAD 4 - October .HEAD 4 - November .HEAD 4 - December .HEAD 1 + Correspondence .HEAD 2 - Richard Lewis - Headquarters January 30, 1985 Mr. Richard Lewis Vice-President, Exective Research Lord & James, Inc. 500 Wall Street New York, New York 10010 Dear Richard: I am confirming our meeting for February 21, 1985. The Technology portfolio report is complete now and I will send you a copy next week. The presentation should last 30 minutes but I'll allow about an hour for questions from Jim and the rest of the executive staff. Please ask Steve to reserve a projection screen for that day. I will be bringing my own projection system. Call me when you've had a chance to read the report. Sincerely, Bill Osborne Lord & James, Inc Menlo Park, CA .HEAD 2 - Stan Deford - Z Drive Systems February 1, 1985 Mr. Stan Deford Vice-President, Corporate Communications Z-drive Systems, Inc. 234 Chestnut Drive Portland, Oregon Dear Mr. Deford: On February 21, 1985 I will be making a presentation to the executive staff of Lord & James, Inc. concerning the performance of our technology portfolio in 1984. Additionally, I will be making recommendations for new investments. Z-drive Systems is being strongly considered by my research staff. Please send me a copy of your annual report and a set of materials on the Z-2x2 hard disk drive as well as any other material which you believe would be of help to us. Sincerely, Bill Osborne Regional Manager Lord & James, Inc. Menlo Park, CA 94025 .HEAD 2 - letter to potential investors January 28, 1985 To potential investors in 1985: Lord & James, Inc. is offering another opportunity to get in on the high technology "bull" market of 1985 before it's too late. Our analysts called the market correctly last year and our Technology Portfolio rose 50% which returned better than 22% to our investors! This offer will be limited to the first 500 investors. A minimum of $10,000 is required to participate. In this letter you'll find a copy of last year's report on the portfolio. Lord & James, Inc. is very proud of its performance in this complex industry. Our research staff is represented by some of the finest technical minds in the business today. If you have further questions concerning this investment or any other Lord & James investment products call me or any of our fine executives at the Menlo Park office (415)-854- 9999. Sincerely, Bill Osborne Regional Manager Lord & James, Inc. Menlo Park, CA 94025 .HEAD 2 - Tim Hudson - declining to attend seminar December 15, 1985 Mr. Tim Hudson Financial Planners Seminar - Denver 1985 PO Box 1231 Denver, Colorado Dear Mr. Hudson: I regret that I will be declining your offer to speak before the members of the Colorado Association of Financial Planners. I appreciate the invitation and will be available later this year if needed. Best regards, Bill Osborne Lord & James, Inc. Menlo Park, CA 94025 .HEAD 1 + Projects .HEAD 2 + Presentations & Speeches .HEAD 3 + New York Presentation .HEAD 4 - Opening Slide before presentation begins .pict †xPhً ذ@ک4xP´ًxP´ًxP´ًححححححححححححححححححححححح&ْ ّ€ےہàًہ?~?üà?‡ہüًُ%ùà8à8p8ط€xًà0xُ%ùàpp88ک€€ّ0pà088ُ%ùàà‏8ک€€ّp0ً0pُ$ùàà‏8°€€ّp‏¸0pô$ùàہ88à€ ء¸p‏¸0àô$ùàہ88ہ€3 ء¸<‏œ0àô$ùàہ8pہ€3€ ء¸8?‏ژ0àô$ùàہ?àلً€3€م8ّہژ0àô$ùàہ;€pà€aہم88à‡0àô$ùàہ9ہ8ہ€aہو8ًƒ°àô$ùàہ9ہ€€ہv8xƒ°àô$ùàہ8à€€ہàv88پًàô$ùà0à88p€ہà|88€ًpô%ùà0à88p€€ہà<8`8€ًpُ%ùà‏p88‌طپ€p<8p0€p88ُ&ù àً8à8<8ّّپ€p8x`p€pxàِ'ْ!ےà€‏àًp‡لü?‏?ü?ہp?‡à0ًàِى€ّ0îى€ّ0î ىم÷`îىومى|مححححححححححححححک4´Pًً´Pًً´Pًًحححححححححححححححححححححٍہüےٌےے‏?ںہ|‏ًٌîٍà08xpواأپہہîٍ à088pوƒپ‏ء€îًٍ088|0‏ءأيٍ¸088|0‏ءئيٍ¸088|0کلءءجيٍœ08`8`کلءءطيٍژ08à8`ًلأپًيٍژ0?à8`ًلےàيٍ‡08à|ہàلـًيٍƒ°8`|ہàلخّيٍƒ°8|ہàلخüيٍپً8د€àلاقيٍ€ً8د€àءأپديٍ€ً8د€àءأپا€îٍ€p88‡‏àƒپءءأہîٍ€p8x‡‏àاءلءàîٍà0ےً‡ّ|ًَ÷ّîحححححححححححً ü?€ہàىً ‡ًىً ƒ€0pىً پہp0ىًپہ€pëً€à€pëً€à€3<ëً€àہ3€?ëً €àہ3€ہىً €à0àaہàىک4ًP,ًًP,ًًP,ًً €à0àaہًىً €à?àہxىً €à`pہà8ىً پہ`p€ہà8ىً پہ`p€ہà`8ىً ƒ€ہ8پ€pp0ىً اہ8پ€px`ىً üً‏?‏ےلü?ہىحححححححححححً ٌü‏ààے|ىً xp8€8ً‡پاىً88p8€pp€ƒƒ€يًpp8€à0€‡ہيًpp8€àہہيًàp8پہہàيًàp8پہہàيًàp8پہààيًàّپہààيًàp8پہpخàيًàp8پہpژàيًàp8پہًژàيًàp8پہ08ژàيًpp8€à08‡ہيًpp8€à008‡ہيً88p8€pp`ƒƒ€يً xp8€8ً`‡اىً ٌü‏àلّü|ىحححححححححححôہڈےَّ€ً0ے€ü|ًôہ‡‡€ہà8à0pàp0ًôà>ƒ‡€ہàpp8‏p`ًôà>پ‡ہہàà8x‏pہًôà>€àہàà8|ppq€ًôpn€àہàہ|ppsïôpn†pہàہجppvïôpnژ8ہàہخpà|ïô8خ‏8ہàہخہxïô8خژہàہ‡w|ïô9ژ†ہàہü‡s€~ïôژ€ہàہًےs€ïک4,Phً,Phً,Phًôژ€ہàہ€qہw€ًôپ†ہà0à8€pàsہًôپ†ہà0à8€pàqàًôƒ†ہà‏pہ‏pًًô‡†ہàً8àہpxpxًôئ?ڈے€أےà€‡ٌü<‎‏ًححححححححححححححححححححححححححححححححححححححححححححححححححححححے.HEAD 4 - Title Page (New York Presentation) .pict ٌxPhً ذ@ک4xP´ًxP´ًxP´ًححححححححححححححححححححححححححححححححححًٌأّàà`p;ü<ًٌٌّ`1ŒaŒ°ہ`01Œاcًٌ``ج1†°ہً8qپƒfًٌ``ج1†àہً8qپ€fïٌ``ج1†ہءک<ٌ°àfïٌ``جa†àءک<ًٌ8fïٌ``دء†7أ7±°وïٌ``جء†أü7±پƒوïٌ``جa†ئ31پƒوًٌc1Œ1Œ‍ئ31چئمًٌے{ّ÷دx{‎ü‡€ہے‎ç¼مدًححححححححéا‍èécŒèé3جèé3جèé3lèé3lèé3<èé3<èé3èécèéاŒèحححححححح"ِûدپ‏ے‍{دàüyàاًےڈڈأàُ"ِظ†1پ¶c1ج1ئ1Œ1ژ0ہ1Œcغ1کئ†0ُ!ُء†00``ج1و`ج€0ط31°fŒُ!ُء†00``1و`ج€0ط300fŒُ!ُء†60l`1¶`ج0ط360fŒُ!ُء‏>0|`ٌ¶`ج1ک3>0fŒُ!ُء†60l`1‍`ج?3ً60fŒُ!ُء†00``1‍`ج03000fŒُ!ُء†00``ج1ژ`ج0300fŒُ!ُء†1€0c1Œ1ژ1Œf1Œ0c0ئ1†0ُک4ًP,ًًP,ًًP,ً"ِمد€xے{ئمàّxا‍`aً?ہïً0وے€a‍ّ6`a°?ہïً0وa‍ک0ہa€?ہïً0faژŒ0ہa€€ïً0ئaژ†1پ€aŒ€ïًxƒَئدپ€َü€ïïًâحک4œط®œط®œط®حححححححححححححححححححححححححïّْàêïû`0ہى ïû`êïاڈأأًًّ‏أàïً|أ<قfgک`حئff0ïً‏أ3`1€ج6îً‏أَ`ل€جَ€ïً‏أ`€جàïً‏أ3`€ج00ïً|gcl€ئff0ïïً?¼ا‍8ءمأأàïححححححححïüہü<ًàىïہü`€`ىïہü`€`ىïüأأàaل‡àىً |€و‍ff0c1Œàىً ‏àأ3Œ6وک`ىً ‏8أŒَ€gùک`ىً ‏أŒàfک`ىً ‏أ1Œ00fک`ىً |أ3Œf0c1Œًىïٌç‍قأà<ٌماàىحححححک4ط®ط®ط®حححîüْ‡€ëïژû0ىïû0ىïمڈاللّx†م‡€ïً>a‍o33ج0†ŒaŒہïًaŒ†0ج3Œaک`ïًaŒù†0جŒaںàïًaŒ†0xŒaکîًaŒ†0x1Œaک`ïً>Œ3Œ1†603Œ3Œہïîّقمد0قا€ïححححححححîَہüà‏€îîa€€`‏€îî3‏€‎€îî3ƒأٌ‍xللّڈ€ïً€ئg™Œ033ج3کہïًہlم†`†aکîًہمم†`ù†aژîًہcƒہ†aƒ€ïًہlcƒہ†a€ہïً€جمپ€1†3طہïî‡·ƒء€ڈمدڈ€ïéوéوéوحححححïہ0‎‏ہïï€p‏‎ہïï€0‏ہ‎ہïï€x<7üہً<ہïً>€جf69و€ƒکf3ہïًپ†أ<أ0ہƒأg0ہïًپ†أ8أ0ہ0أے0ہïًپ†أ<أ€?أہ30ہïًپ†أ6أ`cأc0ہïً>Œجf3أ0`cfgàïïüx<½çں€ً÷‍<=ڈہïè0ہèè0ہèè€èحححححک4P®P®P®ححححححححححححححححححححححححححححححححححححححححححححححححححححححححححححے.HEAD 4 - A List of Portfolio Stocks .pict ’`P ذ@ک4`œ `œ `œ حححححححححححححححححححححححُ€|€0à‏p‎‏‏`îُ€ئہ`0`ہŒژ`àîُپƒہہ`ہ€``îُپƒء°ًüٌللŒ<ًxïُپƒƒ0™و`أ1œfہ`جflcïُپƒئ03ہ`ئŒأpa†ہx`ïُ€ا0güمہ`ئŒأa†ہp8ïُ€0`0ہ`ئŒأa†ہxïُ€0`0ہ`ئŒأa†ہlïُ€0`0کہlأ1ŒfŒlجffcïُہہxٌà9لمق<ّ8x<ے>ïَx€قحححححححىہم ىہو يàويà‏?†çي0sئ3çي0aکfa€èيaکf€èيّaکf`çيaکfa€èيsئ3çي~ڈçë`هë`هëً<هححححک4œط œط œط حيâي‏1€çي€s€çيƒّ<1‡€èيءجf1Œہèيء†أ1ک`èيa†أ1ک`èيل†أ1ک`èي01†أ1ک`èي01جf1Œہèيxyّ<{ا€èى€نى€نىہنحححححîàâîpâî0â îلَ‡ًx?è î3قأکجgè îŒc œأè îŒc|أè îŒcجأè î6Œc Œأè îc1Œc™œgè îءمقًَِ?è êè êè ê€€éحححححيً~نيانىƒن ى€8ç ى1€3=ىç ىq€aکئç ى€aکئç ى €aکئç ى ƒaکئçيئ3ئçي|=ïçيًمحححححححيًم ي`هک4ط ط ط يميxcç‍çيجو3çي œfکçي|cپکçيج`àًçي Œ`0ًçيœf0`çيًَِà`çèہçéہçé€çحححححىًم ى`00ç ى`0pç ىaّx<0ç ىcج0f0ç ىa†0أ0ç ىa†0ے0ç ىa†0ہ0ç ىa†0أ0ç ىa†6f0ç ىَدù î»î»î»î»lS""|q>ùhS""}q8 UھUھUھUھlu"}q8hu"}q-- ˆ"ˆ"ˆ"ˆ"l…3"}q--h…3"}p‎A l¸!"}p‎Ah¸!"}pغ4 ےےےےlظ"}pغ4hظ"}pخ& ججججججججlê"}pخ&hê"}pة جf3™جf3™lٍ""}pةhٍ""|pآû ™3fج™3fجlC"|pآûhC"|pïآ €€€ے€€€€lW"|pïآhW"}q½ D 4Dں +ENUMBER OF SHARES =،K¸4>،K·+]323% ƒ¸‘ة4„¸‘ب+F9% ،¬¯½4¢¬¯¼(¬4% »Œة£4¼Œة¢(ئچ14% ¼HتY4½HتX(اI9% «.¹?4¬.¹>(¶/5% ‌$«54‍$«4(¨%2% „’+4…’*(ڈ9% F#T:4G#T9(Q$19% +^9o4,^9n(6_5% ¥4×ح8 طج4ع' ع' ےےےےےےےے4غ$و8($يAAPL طج 4+ع9 +ع9 î»î»î»î»4,غ6و8*APOLLO طج 4=عK =عK UھUھUھUھ4>غHو8*COMPAQ طج 4Oع] Oع] ˆ"ˆ"ˆ"ˆ"4PغZو8*COMS طج 4aعo aعo4bغlو8*DZSY طج4sعپے sعپے ےےےے4tغ~و8*IBM طج 4…ع“ …ع“ جججججججج4†غگو8*INTEL طج 4—ع¥ —ع¥ جf3™جf3™4کغ¢و8*PRIAM طج 4©ع· ©ع· ™3fج™3fج4ھغ´و8*SMBX طج 4»عة »عة €€€ے€€€€4¼غئو8*TANDONے.HEAD 4 - Current Price (Column Chart) .pict t¥ .*«ô ھ*ھô ک*کô †*†ô u*uô c*cô R*Rô @*@ô /*/ô /)ھُ"ھ>…"ھR…"ھf…"ھz…"ھڈ…"ھ£…"ھ·…"ھث…"ھك…"ھô… ُt"ھ*…"ھ*"ھ*‏"ک*"ک*‏"†*"†*‏"u*"u*‏"c*"c*‏"R*"R*‏"@*"@*‏"/*"/*‏ ھ*ھô"ھ*‏"ھ*"ھ>‏"ھ>"ھR‏"ھR"ھf‏"ھf"ھz‏"ھz"ھڈ‏"ھڈ"ھ£‏"ھ£"ھ·‏"ھ·"ھث‏"ھث"ھك‏"ھك"ھô‏"ھô /*ھô4ڈ-ھ:8 î»î»î»î»4‘AھO8 UھUھUھUھ4£Uھc8 ˆ"ˆ"ˆ"ˆ"4،iھw8 4چ~ھ‹8 ےےےے43’ھں8 جججججججج4ڈ¦ھ´8 جf3™جf3™4¤؛ھب8 ™3fج™3fج4ںخھـ8 €€€ے€€€€4¤مھً8 £±$ 4¤±$ +®0 ‘ں$4’ں$(œ20 چ$4€چ$(ٹ40 n|$4o|$(y60 \j$4]j$(g80 KY$4LY$(V100 9G$4:G$(D120 (6$4)6$(3140 k$²4k ²(l CURRENT PRICE µkأ³4¶kأ²*£STOCK SYMBOL ¥4سL8 زK4#8 #8 ےےےےےےےے4 8( AAPL زK 4(6B (6B î»î»î»î»4)38*APOLLO زK 4;IF ;IF UھUھUھUھ4<F8*COMPAQ زK 4N\9 N\9 ˆ"ˆ"ˆ"ˆ"4OY8*COMS زK 4ao6 ao64bl8*DZSY زK4t‚0 t‚0 ےےےے4u8*IBM زK 4‡•8 ‡•8 جججججججج4ˆ’8*INTEL زK 4ڑ¨= ڑ¨= جf3™جf3™4›¥8*PRIAM زK 4»9 »9 ™3fج™3fج4®¸8*SMBX زK 4ہخD ہخD €€€ے€€€€4ءث8*TANDONے.HEAD 4 - Table with Actual Stock Values .pict Xےïxز ےïےےN (ےùSTOCK SYMBOL ےïYےےج)g CURRENT VALUE ƒƒ}} ےےےےر N( 5AAPL Yج)d $75625.00 N(+APOLLO Yج)n $28500.00 $N("'COMPAQ Y$ج)x$3875.00 $0N(.4COMS $Y0ج)e $15375.00 0<N(:7DZSY 0Y<ج)b $32500.00 <HN(F=IBM <YHج)\ $67325.00 HTN(R5INTEL HYTج)j$7687.50 T`N(^0PRIAM TY`ج)o$6080.00 `lN(j4SMBX `Ylج)e $24160.00 lxN(v)TANDON lYxج)v$3125.00 ƒƒ}} ھUھUھUھU ےïSwS ےïرwر ےےےےےےےے0ےïxزے.HEAD 4 - Current Value of Portfolio (Pie Chart) .pict e¥ „d+V´طg"n—½hg"o—> î»î»î»î»d5J¾جg&"y‹>hg&"y‹'5 UھUھUھUھlچ"y‹'5hچ"y‹"9 ˆ"ˆ"ˆ"ˆ"l“"y‹"9h“"y‹C l¨,"y‹Ch¨,"yٹك9 ےےےےlش\"yٹك9hش\"xٹثـ ججججججججl0 "xٹثـh0 "xٹزس جf3™جf3™l:"xٹزسh:"xٹظح ™3fج™3fجlB!"xٹظحhB!"xٹû¾ €€€ے€€€€lc"xٹû¾hc"y‹¼ f± 4f° +g CURRENT VALUE ثdظئ4جdظإ(ضeTotal = $264,252.50 ¥4ىد/8 يخ.4ï) ï) ےےےےےےےے4ً&û8(&AAPL يخ. 4-ï;& -ï;& î»î»î»î»4.ً8û8*APOLLO يخ. 4?ïM* ?ïM* UھUھUھUھ4@ًJû8*COMPAQ يخ. 4Qï_ Qï_ ˆ"ˆ"ˆ"ˆ"4Rً\û8*COMS يخ. 4cïq cïq4dًnû8*DZSY يخ.4uïƒ uïƒ ےےےے4vً€û8*IBM يخ. 4‡ï• ‡ï• جججججججج4ˆً’û8*INTEL يخ. 4™ï§! ™ï§! جf3™جf3™4ڑً¤û8*PRIAM يخ. 4«ï¹ «ï¹ ™3fج™3fج4¬ً¶û8*SMBX يخ. 4½ïث( ½ïث( €€€ے€€€€4¾ًبû8*TANDONے.HEAD 4 - Yearly Portfolio Value (Column Chart) .pict @.ƒ 5OَF ëOëF هOهF كOكF طOطF زOزF جOجF ئOئF ؟O؟F ¹O¹F ³O³F OF ¦O¦F O F ڑOڑF ”O”F چOچF ‡O‡F پOپF zOzF tOtF nOnF hOhF aOaF [O[F UOUF OOOF HOHF BOBF <O(آ 8.03% ‌U«{4‍U«z(¨V14.01% ƒژ‘´4„ژ‘³(ژڈ20.00% hبvî4iبvي(sة25.99% N\'4O\&(Y31.97%ے.HEAD 4 - Growth of Portfolio (Combination) .pict پ.ƒ .ےê ‏‏é غغé ¹¹é ––é tté RRé //é /‏ë ‏0 ‏(0( ‏=0= ‏S0S ‏h0h ‏~0~ ‏“0“ ‏©0© ‏¾0¾ ‏ش0ش ‏é0é !e ‏0"‏"‏‏"غ"غ‏"¹"¹‏"–"–‏"t"t‏"R"R‏"/"/‏ ‏‏é"‏‏"‏"‏=‏"‏="‏h‏"‏h"‏“‏"‏“"‏¾‏"‏¾"‏é‏"‏é /‏ê î»î»î»î»4ت‏684¹E‏a84ڑo‏Œ84…ڑ‏·84Gإ‏â8 !e ‏0"‏"‏‏"غ"غ‏"¹"¹‏"–"–‏"t"t‏"R"R‏"/"/‏ ‏‏é"‏‏"‏"‏=‏"‏="‏h‏"‏h"‏“‏"‏“"‏¾‏"‏¾"‏é‏"‏é /ê"ت(*î"¸S*ç"ں~*ق"|©*ز +îگئ$خ,<~ےے~<گئ$خ,<~~<گ´O¼W<~ےے~<گ´O¼W<~~<گ›z£‚<~ےے~<گ›z£‚<~~<گx¥€<~ےے~<گx¥€<~~<گJذRط<~ےے~<گJذRط<~~< 5 45 (1980 F`4G`)+1981 q‹4r‹)+1982 œ¶4‌¶)+1983 ال4بل)+1984 q!‹4q"ٹ(rYEAR 0ج40ث(1LORD & JAMES, INC. - PORTFOLIO ؛ بB4» بA(إ $75000.00 ©5·p4ھ5·o(´6 $100000.00 ٹ`ک›4‹`کڑ(•a $145000.00 u‹ƒئ4v‹ƒإ(€Œ $175000.00 7¶Eٌ48¶Eً(B· $265000.00 .ƒ4pَ¼d8 qô»c4t÷ژY t÷ژY î»î»î»î»4uّ8+S= LORD & JAMES,*INC. - PORTFOLIO qô»c 4’÷¸` ’÷¸`"—ّگ“ù›<~ےے~<گ“ù›<~~<*Growth of LORD &* JAMES, INC. -* PORTFOLIOے.HEAD 4 - Forecasted Prices for 1985 (Column Chart) .pict ^.ƒ 5OَF ٍOٍF يOيF èOèF مOمF كOكF عOعF صOصF رOرF جOجF اOاF أOأF ¾O¾F ¹O¹F ´O´F °O°F «O«F ¦O¦F ¢O¢F ‌O‌F کOکF ”O”F ڈOڈF ٹOٹF …O…F پOپF |O|F wOwF sOsF nOnF iOiF eOeF `O`F [O[F VOVF RORF MOMF HOHF DODF ?O?F :O:F 6O6F 6NٍG ٍO6O ٍ[6[ ٍg6g ٍt6t ٍ€6€ ٍŒ6Œ ٍ™6™ ٍ¥6¥ ٍ±6± ٍ¾6¾ ٍت6ت ٍض6ض ٍم6م ٍï6ï ٍû6û ٍ6 ٍ6 ٍ 6 ٍ-6- ٍ969 ٍF6F !e ٍO6O"ٍO"ٍO‏"عO"عO‏"أO"أO‏"«O"«O‏"”O"”O‏"|O"|O‏"eO"eO‏"MO"MO‏"6O"6O‏ ٍOٍF"ٍO‏"ٍO"ٍg‏"ٍg"ٍ€‏"ٍ€"ٍ™‏"ٍ™"ٍ±‏"ٍ±"ٍت‏"ٍت"ٍم‏"ٍم"ٍû‏"ٍû"ٍ‏"ٍ"ٍ-‏"ٍ-"ٍF‏"ٍF 6OُF"½["جt#ّ"ط¥ً ا¾8ض!½î"¾ï'"و÷"ـ 2KِJگ¹Wء_<~ےے~<گ¹Wء_$BB$گبpذx<~ےے~<گبpذx$BB$گـˆنگ<~ےے~<گـˆنگ$BB$گش،ـ©<~ےے~<گش،ـ©$BB$گأ؛ثآ<~ےے~<گأ؛ثآ$BB$گ4ز<ع<~ےے~<گ4ز<ع$BB$گ؛ëآَ<~ےے~<گ؛ëآَ$BB$گâê<~ےے~<گâê$BB$گطà$<~ےے~<گطà$$BB$گغ5م=<~ےے~<گغ5م=$BB$ !e ٍF6F"ٍF"ٍF‏"×F"×F‏"¼F"¼F‏"،F"،F‏"†F"†F‏"kF"kF‏"PF"PF‏"6F"6F‏ ٍOٍF"ٍO‏"ٍO"ٍg‏"ٍg"ٍ€‏"ٍ€"ٍ™‏"ٍ™"ٍ±‏"ٍ±"ٍت‏"ٍت"ٍم‏"ٍم"ٍû‏"ٍû"ٍ‏"ٍ"ٍ-‏"ٍ-"ٍF‏"ٍF 6OٍF4ةSٍc8 î»î»î»î»4ثkٍ|8 UھUھUھUھ4ç„ٍ”8 ˆ"ˆ"ˆ"ˆ"4ن‌ٍ8 4ئµٍئ8 ےےےے4=خٍك8 جججججججج4بçٍ÷8 جf3™جf3™4éےٍ8 ™3fج™3fج4لٍ)8 €€€ے€€€€4é1ٍA8 ë@ùH 4ىAùH +Bِ0 س:لH4ش;لH(ق<20 ¼:تH4½;تH(ا<40 ¤:²H4¥;²H(¯<60 چ:›H4ژ;›H(ک<80 u4ƒH4v5ƒH(€6100 ^4lH4_5lH(i6120 F4TH4G5TH(Q6140 /4=H405=H(:6160 ّPf4ùQf+ةAAP4`f+L ّi~4ùj~(kAPO4m~+LLO ّپ—4ù‚—(ƒCOM4ƒ—+PAQ ّڑ°4ù›°(œCOM4©°+S ّ´ا4ùµا(¶DZS4ہا+Y ّحà4ùخà(دIBM ّنْ4ùهْ)INTE4ôْ+L ّü4ù‎(‏PRIA4+M ّ+4ù+(SMB4$++X ّ/D4ù0D(1TAN41D+DON ¦!î4¦!ي(§STOCK SYMBOL ڈ4 ڈ(گ1985 FORECAST - PRICESے.HEAD 4 - Five Important Trends in 1985 Computer Technology .pict 1WG» ذ@ک4W“»W“»W“»حححححححححححححححححححححححححححح%ّüَدç‡؟ڈاّ0{كà؟ق÷àّ=à‡àِ#÷جa†3أ‡Œئfط09›`m™Œخc1کہ †ئُ#÷ہa†0أ‡طf`ہx=ƒŒc€ہئئُ$÷ط`ج6أدطf`ہx=ƒچڈcہہأ‡ہِ$÷ّ`ج>أدکgہہج7ƒچم`ہئہ`ِ$÷ط`x6أ{g€ہü7ƒ چم0ہ ج`0ِ$÷ہ`x0أ{fہء†3ƒمہج`0ِ$÷ہ`03أ3ئ`ء†3ƒŒجم1کہج`0ِ%ّàً0ç·¼ڈqمدy‡€=كقgلً<ہ†ہ`ِ ـ€ہِع€ِحححححححححححححححححححححک4“د»“د»“د»"÷€`0‏ہ0‏و0ô"÷ہ8à0¶ہp‏fpô#÷خم<>n|>088ّ|0لûüژ7ُ#÷†c‍fxl60{0llىِ61³1ک63ُ#÷ئc‍0xc030ئہجfc31ک†1°<0ُ#÷fcِ>0p030‏ہجfc30ًئ1°8ُ#÷fcِf0x`030ہہجfc3àًf1°<ُ#÷ئcff0l6630llجf61³`fغ63ُ#÷ƒ÷¼o?xے€x89‏ےxلً`أژ‍ُâہïâہïâٌ€ïححححححححححححححححححححôü0‎àً‏`ًôfp‎`0û`ًôf>;ڈƒàّأîpلً|îّلَہَôf6;‍ئà9ىƒg»8ظ³طـf6a³ئ`َô|c1±™Œج`جئ33ƒ™Œf`c†ٍôx1±™Œج`جgَ3ƒ™Œf`cƒہَôl`1±™Œج`ج63ƒ™Œf`c€`َôf6;Œئًج3c3ظ±کقf6m±†`َô÷>كمà=‏لاے¼pمü|?8مأہَحححححححححححححححححححک4د»د»د»حححح(û<‏0€‏=à‏€0`0وِ&û‏p€‏ہ‏€üà0nِ,û&<0ءٌأہأڈ¼<لَqà0|1ًü<>n|أأم€ْ,û&f0أأf`ئئ™³أc00œِsظک‍fxl60fg†ہْ,û&1°0a†0àجf›ƒأ3أŒf1™ک‍0xc0†`م`ْ,û&1°>0ل‡َàدوَƒپà1ڈŒf1™کِ>0p0ئcمàْ+û%1°f01†`جَƒہ01™Œf1کًِf0x`0ffcù,û ›f01ƒf`‏ئa±ƒc0™Œf1™€ff0l66ffcہْ,û&?ژ?x{ءأً<أƒ†`ماùàقے{üّo?xےدَ÷ƒ€ْمŒيمŒيâّيحححححححححححححححححححح'ù`‏à†‏ٌَلà~0€>`÷'ù`8‏`€‏aکلہ30€f`÷(ù"ًü~pƒلامو>€aکلہ1ں|ppل€`ùلً|x||xّ(ù"ًf3طئمc1ژ{3aًَہ1¼60طظ±€0c3طـجًـجّ)ْ#کc1™Œجf3†33aکَہ3c1چƒ€`q™ŒaŒہّ)ْ#ّc1™üجf3†33aŒقہ>c1چƒ€aٌ™Œ|aŒxّ)ْ#c1™€جf3†3aŒقہ0c1چƒ€c1™ŒجaŒّ)ْ#v;طئَc±¶30aکجہ066طظ±€fo1کقج`قجّ)ْ#‍|>cّ)ْ#>x€?أg†7َجد †ئ3™¸ئجأً{cّ*ْ$3x?ئ3cَءئf0™کئ<ّأً3c€ù*ْ$1›ط?ئ3cقائوےئًأً371€ہù*ْ$1›ط€†3cقجئےئطأ`31€ہù*ْ$3ک€ƒc7€ججئ †ئَfئکجf`31€ہù*ْ$~=¼پاڈيçïمƒ‍f=ïٌî<`€<€ùظّ×ّحححححححححححححححححححححححححححححححححححححححححے.HEAD 4 - Recommendations to the Executive Staff .pict ‌WG» ذ@ک4W“»W“»W“»حححححححححححححح!÷ٌüxxً÷‡؟½ïہ`ے<<{اہ‏<~€َ ÷ک‏جpم‡œئ``غf9Œہff386ٍ ÷کءپ†pم‡ئ0ًأ=Œ`أ3cٍ ÷کظپ†yمدئ0ًأ=†lأ3cٍ!÷ًùپ†yمدئ1کأ7ƒ|أ>c€َ!÷àظپ†oc{ئ1ّأ7پ€lأ<71€ہَ!÷°ءپ†oc{ئ3أ3€ہ`أ61€ہَ!÷ک‏جfc3™ئcf3Œہ`f31€ہَ!÷فüxxِ÷·؟¼دا‍‏<yڈ€ً<{€<€َكٍفٍححححححححححححححححححححح!ùà‎8ü`à008`ô!ù`‎8üa€pl6‏`ô%ùےأأàّںü>ûأ†0à0ئcمpّùàُ%ùئffg±¸چ€f6xa†ئq°60ئc³8ظىc0ُ$ùأئ0م3کہcc0aŒf3c0ئcŒجcô%ùء†3م3ںہcc0aŒf3c0ئcüجaàُ%ùئ6c3کcc0aŒf3c0ئc€ج`0ُ%ùfgfc1¼ظچ€v60m†ئ1° ¶0l6³طجo0ُ%ùï÷أ÷ّّ؟ا|x;أڈxàx8ç¼q‏9àُ ÷ù`ل ÷ù`ل ÷ùًلححک4“د»“د»“د»ححححححححححححححححححُ p8ء‏à0ü`à0ًُ 0ء¶6`08üa€ïُپًّà0<|pںü>ûأ†0àٌُƒq¸à00طچ€f6xa†ئq°ٌُئ300=أ1Œکہcc0aŒf3ٌُئ3ً0gƒ1Œںہcc0aŒf3ٌُf30c1Œکcc0aŒf3ٌُcy¼0gƒ6طظچ€v60m†ئ1°ٌُ<ًٌّ™ü€أxئl<x0دپپŒ3xج1±Œجّ,‎&€أ1Œf™€€أ8ئ`<00جپŒ38ج1±Œجّ,ü&جء³1¶ہfکط3أ8جffxŒپ†c8جŒجئح€ù+ü%yàلّم€?üp3ç™ّ‏ےـأأاکّ‡م‡ّفٍک4د»د»د»فٍف<ٍححححححححححححححححححححùùüہ‏ہ‏€<<ُùùْہ‏€6338ُ%ù>>8xxpڈ‡‡ااہ‡مًأ€<>€`aœ8ُ%ù{xlججطخجد ™پد`ƒ1کئہf{€`a‍xُ%ù300ئءŒءئطئ`أŒج`31€`a‍xُ%ù300‏|yüŒائدئ`أŒدà>31€`a›طُ%ù300ہج €ججئ€ئ`cŒجf31€`a›طُ%ù30lججطججئ ™€ئ`c±طئہf3ہ33کُ%ùژx8~xpںçïïً<َلٌم€?ڈ€=¼ُç€ûfٌç€û<ٌçƒہêححححححححححححححححححححِّŒّ‏ü0‎ٍ÷کœط‏üp‎ٍ!÷€لŒءلً|8|مللٌأہ>?ہاîمد€َِء±Œأ3طـlِ3³3أf`;€جئffٍِcŒہq™Œئf0q†61™€3جئfٍِ3ùŒءٌ™Œئfم1ٌ‡َہ1ڈ?جئcئٍک4G»G»G»ِŒأ1™Œئf331†`1ڈaŒا†`fٍ!÷™±Œأ1کقlf331ƒf`;aŒجffہَ!÷ًمقلûü|8ےçùûءأہ>َاçأَأ€َن‏`ًن‏`ًن‏ہًححححححححححححححححححححححححححححححححححححححححححححححححححححححے.HEAD 4 - Questions and Answers .pict ùWG» ذ@ک4W“»W“»W“»ححححححححححححححححححححححححححححح$÷?ماےاےً<<€à`çكَüàِ$÷sپءƒ‡çw89ہp`†sژ8qخpِ$÷لءءƒƒ8fspہpً†3ژ81ا0ِ#÷لءءƒ€8pppًئا8اُ$ّہلءƒ€<pxà¸ئا8اُ$ّہلءƒŒpک<ہ¸وا8ءدُ%ّہلءƒü€pک€وہï°?ء‏ہِ%ّہلءƒŒہpط€دvàï°8ءüàِ%ّہلءƒ€àpطہوvًï°8ـًِ%ّہلءƒ€àpّہ|>pyà8قpِ$÷لءءƒƒàpّہ8‏>pyà81خpِ$÷لہءƒƒ0àpxaہ<pyà81دpِ$÷s€م‡9ہp8xs€nà0ہ8qاàِ$÷?~ے€ًّ<8?ك€ڈہ0ہَçڈہِ÷ط÷`ظ÷ہظححححححححححححححک4“د»“د»“د»حححححححححححححححححححححححححححححححححححح ùہàہّْ€à`ّْ‡‡€‎ًùpًْ‎`ّْأü8ùp8ْ‎0ّ$ْأ‏û`‎‏`‏‎0ّ#ْم‏ûà‎‎à‏‎8ّ)ْ#ملَدہًٌّ0?|ءّ>ïًً8ّ)ْ#spل‡<;‡¸;‡¸àp{€€îààw{‡¸;‡¸8ّ)ْ#s8sّqدqدàًٌہلاًqاqاàpqہٌاpàمژs‡qا8ّ)ْ#;ّ<pاqاàpqہyےpàےژs‡ا8ّ)ْ#xpqاàpqہ9ہpààs‡p8ّ)ْ#>8pqاàpqہ9ہpààs‡p8ّ)ْ#gےئً€`ّْ€ُّ÷`ّùہُّ÷ہّï€ِ>يحححححک4د»د»د»ححححححححححححححححححححححححًّ`0‎0€<ّîًàp‎pàvّîًàً‎ًàميًàp‎p8pميًہàp~ہp8pِàîًààpçàp8p|ًîًààpا`p<ً>xîًààppًo<îً‏ààp?€ppا€îًààpwہpqƒ€îًààpçàpلƒ€îًààpçàpلƒ€îًّàpïـàpہاîًّqًّ{ڈہّ€~0î ه‏àîâ€îححححححححححححححححححححک4G»G»G»حححححححححح%‎ًْà‎ àü0ےہùü0‏pû$üàْà‎àـp‏لہùـp‏pû$üàü€ùجً‏àہûجً‏pû$üàü€ùہp‏à8ûہp‏pû.ü(à~x|‡à`~ّ`~ہًà<~<ً~€ہ>ً~>ً{پ€pûٍ8ï€ûùٍ8ïْùًٍçùحححححححححححححححححححححححححححححححححے.HEAD 3 + Quarterly status report .HEAD 4 - technology portfolio .HEAD 4 - government securities and bonds .HEAD 4 - IRA products .HEAD 4 - new accounts .HEAD 4 - sales performance .HEAD 3 - Annual brokerage seminar .HEAD 2 + Client List .HEAD 3 - 3M Corporation .HEAD 3 - Dr. Steven Feldman .HEAD 3 - Mr. Dick Gould .HEAD 3 - Mr. Harry Lawrence .HEAD 3 - Mr. Jack Lorenz .HEAD 3 - Mr. Jim Burger .HEAD 3 - Mr. Steve Schwartz .HEAD 3 - Mrs. K.T. Henderson .HEAD 3 - Palo Alto City, Inc .HEAD 3 - Programmer's Pension Fund of California .HEAD 3 - San Francisco City .HEAD 3 - The Stanford Foundation for Academics .HEAD 3 - Xerox, Inc. .HEAD 2 + New Office Expansion .HEAD 3 - June 1985 construction begins .HEAD 3 + offices needed .HEAD 4 - 10 brokers .HEAD 4 - 3 analysts .HEAD 4 - 4 secretaries .HEAD 3 - telephone system from Northern Telecom .HEAD 3 - investigate Macintosh office system for analysts .HEAD 3 + floor plan ideas from Future Interiors .HEAD 4 + office fixtures from H. Miller or Koll .HEAD 5 - desk .HEAD 5 - computer return .HEAD 5 - lighting .HEAD 5 - file and storage cabinets .HEAD 5 - bookcases .HEAD 5 - plants .HEAD 5 - artwork .HEAD 5 - office supplies and cabinet .HEAD 4 - teleconference room with projection system .HEAD 4 - reception area with furniture .HEAD 4 - kitchen area .HEAD 4 - bathrooms .HEAD 4 - research/library room for reading .HEAD 4 - terminals from Quotron .HEAD 4 - tape printer and telex room .HEAD 4 - quotations display .HEAD 2 + Long-range Planning .HEAD 3 - Lord & James Convention in Palm Springs for 1986 .HEAD 3 - regional TV and radio shows on investment strategies .HEAD 3 - new regional telemarketing campaign .HEAD 3 - focus on INDEX and OPTIONS products .HEAD 3 - new products for clients with personal computers .HEAD 3 - office network system with electronic mail .HEAD 1 + Travel .HEAD 2 + arrangements for NY trip .HEAD 3 - airline tickets/reservations .HEAD 3 - hotel reservation .HEAD 3 - transportation .HEAD 3 - equipment list .HEAD 3 - contact list .HEAD 3 - schedule of events .HEAD 3 - expense account .HEAD 2 + vacation to Hawaii .HEAD 3 - budget: $2500 .HEAD 3 - maybe Mauna Kea Hotel on the big island .HEAD 3 - Hilton on Oahu? .HEAD 3 - tennis courts .HEAD 3 - windsurfing .HEAD 3 - scuba diving .HEAD 3 - sailing .HEAD 3 - package deals .HEAD 3 - car rental .HEAD 3 - best time of the year? .HEAD 2 + Dallas convention .HEAD 3 - September 2 - 6, 1985 .HEAD 3 - L&J National Sales Meeting .HEAD 3 - location: Loews Anatole Hotel .HEAD 3 - theme: L&J - We're Investing in the Future, Today! .HEAD 3 - coordinator: Jennifer Lewis, New York office .HEAD 3 - confirm plans by April .HEAD 3 - call Jamie about the trip .HEAD 1 + Errands .HEAD 2 - groceries .HEAD 2 - dry cleaning .HEAD 2 - car tune-up .HEAD 2 - books to buy .HEAD 2 - bills to pay .HEAD 2 - flowers for Betty .HEAD 2 - Rodney Dangerfield tickets .HEAD 2 - guest list for dinner party .HEAD 1 + Personnel .HEAD 2 + Analysts .HEAD 3 - Susan .HEAD 3 - John .HEAD 3 - Kent .HEAD 3 - Rich .HEAD 2 + Brokers .HEAD 3 - Andy .HEAD 3 - Mark .HEAD 3 - Tim .HEAD 3 - Stan .HEAD 2 + Secretaries .HEAD 3 - Craig .HEAD 3 - Becky