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Strategies & Market Trends : Fidelity Select Sector funds

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To: Julius Wong who wrote (1787)	4/24/1999 11:21:00 PM
From: Angler	Read Replies (2) of 4916

Julius: Wheeeee! are going to be okay. I went down to Palo Alto this AM and attended the Informed Investors Forum (in the heart of Silicon Valley). Amongst the presenters were 2 excellent lady officers: the CEO of VISX, Inc. and the other the CFO of LAM Research. I came away with a very optimistic feeling about the Technology industry as a whole. It's emerging, unraveling, unwinding and mostly improving. I'm hanging in with some of these yet including the above. Yet, reasonably Energy Services and Energy has a place in our portfolio considering the future return to profitability of the Asian economies - more sooner now than later. Remember the old saw: you don't have to be crazy to work here but it helps. Angler

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