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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (17625)3/27/1998 2:59:00 PM
From: steve susko  Read Replies (1) of 50167
 
I am having second thought about the SOX index. The tech seems to be going through a paradigm shift into the cyber paradigm. Internet stocks may weather April better than semi-conductor. The Gin index has been rising steadily. IPO from last week ISS, jumped $18, biggest ever percentage increase for any IPO. I own some AXNT, the #1 firewall security software company, and the stock has done extremely well.

I think Gin will outperform SOX and DDX, and SOX and DDX in turn should fare better than the S&P500 through April.
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