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Strategies & Market Trends : Fidelity Select Sector funds

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To: Julius Wong who wrote (4634)	6/16/2002 8:23:16 AM
From: MoneyPenny	Read Replies (1) of 4916

I was wondering if maybe the fbiox might be the new fund for me to trade against fsesx, much like my old yin/yang of fsesx/fselx. I never made that trade into semis...did you add anymore Julius? Other than the chips for DVDs I fail to see any increasing demand for semis...PCs are flat..although I am doing my thing for the economy and will buy a third computer: a very cool looking I Mac..( I am an interior designer after all) Gold still not out of the race. At some point I could see being 30 or even 40% gold in my portfolios. I was earlier this year and still have about 15%. I also like resource based economies like Australia and Canada. Here's an interesting article by Calandra on CBS stockwatch regarding gold. cbs.marketwatch.com{C9A491AB-6333-4931-AE5C-08D91DE30C01}&siteid=mktw&dist=nbc

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