Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

Nov 20 3:59 PM EST

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To: Proud_Infidel who wrote (19563)	5/19/1998 4:34:00 PM
From: Justa Werkenstiff	Read Replies (1) of 70976

Brian: I have been looking at the Fidelity Select Portfolio holdings as of the end of February, 1998. Although the information is dated, I find the following interesting: Percentage of portfolio comprised of semiconductor capital equipment holdings: August, 1997 February, 1998 Sel. Tech. 14.1% 1.2% Sel. Comp. 5.5% .7% Sel. Elect. 6.1% 1.2%

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