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Technology Stocks : Identix (IDNX) -- Ignore unavailable to you. Want to Upgrade?

To: David who wrote (16121)	12/28/1999 4:50:00 PM
From: David	Read Replies (2) \| Respond to of 26039

Back on April 6, I was fooling around trying to find a group to compare IDX to in the computer security field. I didn't know it then, but the companies I looked at* were at a momentary low. With minimal rounding, here's how their stock did from then until today, a period in which IDX went from $6.75 to $7.50: AXNT: $9 to $18 CHKP: $30 to $187 VRSN: $40 to $178 SCUR: $5 to $13.50 IREG: $16 to $20 VONE: $3 to $5.50 CYLK: $3.50 to $13.50 SSW: $22 to $29 The unweighted average increase for this group was 261%. The median increase was 135%. The stocks with IDX or smaller market caps (AXNT, SCUR, IREG, VONE, and CYLK) grew an average of 93%, and the other, larger market cap stocks exactly quadrupled. The two that were originally over $1B in market cap (VRSN and CHKP) grew 534% in the less than nine months of the period. I guess you could conclude one of two things from this analysis (besides -- Rob excepted -- wishing you had a chance to do things over): Either the glass is half empty, and we have missed the boat, or the glass is half full, and this happens to us next. It's just such a dramatic series of stock price increases, I thought it was worth sharing. ============== *I originally had SDTI in there, but can't find it now, and could have included RSAS as well, but didn't . . . so they are excluded. I'm sure there were others that could have been used, but this is representative enough of the industry group.