interesting changes. probably intuitive, but some of the information surprised me.
received semiannual report from fidelity OTC fund.
as of 1/31/01:
top 10 holdings and changes from 6 months ago.
MSFT--10.8% (of NAV),,,,5.7% (6 months ago)
CSCO--4.1%,,,,,,,,,,,12.6%
ORCL--3.5%,,,,,,,,,,,0.7%
SLB--2.9%,,,,,,,,,,,,,,,0%
CIEN--2.6%,,,,,,,,,,,,,,1.5%
NOK--2.0%,,,,,,,,,,,,,,,0.1%
SUNW--1.9%,,,,,,,,,,,,,,4.4%
they've sold a boatload of CSCO. interesting that they added ORCL and that it wasn't much of a holding prior to now. same with NOK. SUNW also being liquidated. i guess they now consider SLB a tech company?
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