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To: Bill Harmond who wrote (12821)	7/15/1998 10:17:00 PM
From: Sonny Blue	Respond to of 27307

>>Market momentum moving from Internet stocks to Semiconductor stocks. Well, that's exactly what I did today <G>, though I think the Semi rally needs to be confirmed after Friday expiration. >>I think the jury is still out whether the "from Internet stocks" part is accurate. The Internet Index (IIX) closed at another new high today. IIX does not represent the "true" Internet stocks. It should not include CUBE, NOVL, SGI, QCOM, MTSI in the index. It misses AMZN, ATHM, LCOS, DCLK, MSPG, etc.