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To: drsvelte who wrote (8986)	6/16/1999 11:45:00 AM
From: SJS	Read Replies (1) \| Respond to of 14427

FSCSX (Fidelity's Select Software and & Computer Services fund) up 6.43% at the 11:00 pricing, mostly on the tails of ORCL and the "green lite" it indicates for these businesses. That's a huge move for a mutual fund in 2 hours, or even 1 day... Who's "buying" for ST and who's day-trading here? Alan's not going to be detered from 25 basis points move. The hawkish fed will think we're being irrational again. The inflation potential is still real, IMHO. Comments... Steve