Zeev, I believe you said you expect the BTK to outperform while the SOX takes a beating. Does that mean you expect the BTK to have less of a correction (vs. SOX), or not participate, with SOX $ going into BTK? Where else do you expect SOX $ will go during the late Feb/early March through late March/early April swoon? Consumer retailing stocks perhaps? Several analysts are expecting a strong performance by the group ....very soon, I think .....as earnings are being reported.
Lastly, what are your near term (2 - 3 month)epectations for the DOW & SPX? My apologies if you've already posted this, but, I only recall you talking about the SOX & COMP.
As always, your thoughts are greatly appreciated - JLS
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