Swiss Portfolio Update


Advance Micro Devices	AMD	reconsider again below 14 (last purchase at 16 realised at 19)Ballard Power System	BLDP	speculative around 20Conseco	CNC	consider around 8 after new correctionLimited Inc.	LTD	repurchase around 13 (Sold at 17.25)Oracle	ORCL	reconsider below 14 (last sale at 20)Western Digital	WDC	still try to repurchase in range 2.75 - 3.25 (last sale at 4)


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