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Strategies & Market Trends : Fidelity Select Sector funds -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (2107)	10/23/1999 8:32:00 PM
From: Julius Wong	Read Replies (2) \| Respond to of 4916

Fidelity Select Fund holdings, 9/30/99 * FSAIX -- 62.6% of the portfolio AMR CORP ATLANTIC COAST AIRLN HLDG INC DELTA AIRLINES INC SKYWEST INC NORTHWEST AIRLINES CORP CL A SABRE HOLDINGS CORP CL A UNITED TECHNOLOGIES CORP SOUTHWEST AIRLINES CO ALASKA AIR GROUP INC BOEING CO * FSAVX -- 55.7% of the portfolio SPX CORP HONDA MOTOR CO LTD FORD MOTOR CO NAVISTAR INTL CORP GENERAL MOTORS CORP DAIMLERCHRYSLER AG (REG) DANAHER CORP EATON CORP TRW INC JOHNSON CONTROLS INC * FSRBX -- 53.0% of the portfolio BANK OF NEW YORK CO INC WELLS FARGO & CO MELLON BANK CORP CHASE MANHATTAN CORP ZIONS BANCORP FLEET FINANCIAL GROUP INC BANK OF AMERICA CORPORATION COMERICA INC FIFTH THIRD BANCORP SUNTRUST BANKS INC * FBIOX -- 53.7% of the portfolio AMGEN INC MEDIMMUNE INC BIOGEN INC CHIRON CORP MERCK & CO INC SCHERING PLOUGH CORP IMMUNEX CORP GENZYME CORP-GENERAL DIVISION IDEC PHARMACEUTICALS CORP BIOCHEM PHARMA INC * FSLBX -- 48.2% of the portfolio LEHMAN BROTHERS HOLDINGS BEAR STEARNS COS INC MORGAN STAN DEAN WITTER & CO MERRILL LYNCH CO INC CITIGROUP INC KANSAS CITY SOUTHERN INDS INC SCHWAB CHARLES CORP FRANKLIN RESOURCES INC AMERICAN EXPRESS CO CHASE MANHATTAN CORP * FBSOX -- 52.6% of the portfolio AUTOMATIC DATA PROCESSING INC COMPUTER SCIENCES CORP DST SYSTEMS INC FIRST DATA CORP PAYCHEX INC SABRE HOLDINGS CORP CL A INTERPUBLIC GROUP OF COS INC OMNICOM GROUP INC ELECTRONIC DATA SYSTEMS CORP GALILEO INTL INC * FSCHX -- 48.8% of the portfolio PRAXAIR INC MONSANTO CO RHONE POULENC SPON ADR SER A PPG INDUSTRIES INC DUPONT (EI) DE NEMOURS & CO ROHM & HAAS CO MINNESOTA MINING & MFG CO UNION CARBIDE CORP AVERY DENNISON CORP DOW CHEMICAL CO * FDCPX -- 48.5% of the portfolio MICROSOFT CORP EMC CORP CISCO SYSTEMS INC TEXAS INSTRUMENTS INC HEWLETT-PACKARD CO GATEWAY INC MICRON TECHNOLOGY INC DELL COMPUTER CORPORATION MOTOROLA INC INTEL CORP * FSHOX -- 59.6% of the portfolio MASCO CORPORATION HOME DEPOT INC LOWES CO INC FANNIE MAE CATERPILLAR INC DEERE & CO EQUITY RESIDENTIAL PROP - REIT LEGGETT & PLATT INC SIMON PPTY GROUP INC - REIT VULCAN MATERIALS CO * FSCPX -- 34.0% of the portfolio WAL MART STORES INC PROCTER & GAMBLE CO HOME DEPOT INC PHILIP MORRIS COS INC TIME WARNER INC MCDONALDS CORP COCA COLA CO AT&T CORP LIBERTY MED GRP CL A DISNEY (WALT) CO (HLDG CO) DAYTON HUDSON CORP * FCYIX -- 46.2% of the portfolio GENERAL ELECTRIC CO SPX CORP TEXTRON INC GENERAL DYNAMICS CORPORATION HONEYWELL INC ALLIEDSIGNAL INC E G & G INC LITTON INDUSTRIES INC FORTUNE BRANDS INC BURLINGTON NORTHERN SANTE FE * FSDAX -- 63.9% of the portfolio GENERAL DYNAMICS CORPORATION UNITED TECHNOLOGIES CORP BOEING CO NEWPORT NEWS SHIPBUILDING TEXTRON INC HOWMET INTL INC GENERAL MOTORS CORP CL H LITTON INDUSTRIES INC AMR CORP ALLIANT TECHSYSTEMS INC * FSDCX -- 48.0% of the portfolio CISCO SYSTEMS INC MOTOROLA INC MCI WORLDCOM INC LUCENT TECHNOLOGIES INC JDS UNIPHASE CORP AT&T CORP MEDIAONE GROUP INC COMCAST CL A SPECIAL COX COMMUNICATIONS INC CL A COMVERSE TECHNOLOGY INC * FSELX -- 47.1% of the portfolio MICRON TECHNOLOGY INC ALTERA CORP MICROSOFT CORP ANALOG DEVICES INC MOTOROLA INC TEXAS INSTRUMENTS INC LSI LOGIC CORP LAM RESEARCH JABIL CIRCUIT INC LINEAR TECHNOLOGY CORP * FSENX -- 36.6% of the portfolio MOBIL CORP ATLANTIC RICHFIELD SCHLUMBERGER LTD NY REG TEXACO INC USX-MARATHON GROUP COMMON NEW CHEVRON CORP HALLIBURTON CO AMERADA HESS CORP CONOCO INC CL B AES CORP * FSESX -- 62.3% of the portfolio NOBLE DRILLING CORP BJ SERVICES CO SMITH INTERNATIONAL INC WEATHERFORD INTL INC ENSCO INTL INC SCHLUMBERGER LTD NY REG HALLIBURTON CO NABORS INDUSTRIES INC COOPER CAMERON CORP BAKER HUGHES INC * FSLEX -- 55.0% of the portfolio TETRA TECH INC. NEW REPUBLIC SERVICES INC INSITUFORM TECHNOLOGIES INC. SAFETY KLEEN CORP ALLIED WASTE INDUSTRIES INC THERMO ELECTRON CORP THERMO INSTRUMENTS AZURIX CORP IONICS INC WASTE CONNECTIONS INC * FIDSX -- 44.8% of the portfolio CITIGROUP INC AMER INTL GROUP INC AMERICAN EXPRESS CO CHASE MANHATTAN CORP ASSOCIATES FIRST CAP CORP CL A FREDDIE MAC FANNIE MAE BANK OF AMERICA CORPORATION WELLS FARGO & CO PROVIDIAN FINANCIAL CORP * FDFAX -- 50.8% of the portfolio MCDONALDS CORP ANHEUSER BUSCH COS INC UNILEVER NV NY SHS PHILIP MORRIS COS INC SAFEWAY INC NEW KROGER CO PEPSICO INC KEEBLER FOODS CO ALBERTSON'S INC CORN PRODUCTS INTL INC * FSAGX -- 58.0% of the portfolio MERIDIAN GOLD INC PLACER DOME INC FRANCO NEVADA MINING CORP LTD ANGLOGOLD LTD NORMANDY MINING LTD NEWCREST MINING LTD STILLWATER MINING CO AGNICO-EAGLE MINES LTD NEWMONT MINING CORP BARRICK GOLD CORP * FSPHX -- 55.1% of the portfolio BRISTOL-MYERS SQUIBB CO LILLY (ELI) & CO WARNER-LAMBERT CO MERCK & CO INC JOHNSON & JOHNSON SCHERING PLOUGH CORP AMGEN INC ABBOTT LABORATORIES PFIZER INC MEDTRONIC INC * FSVLX -- 47.3% of the portfolio FANNIE MAE FREDDIE MAC GOLDEN WEST FINANCIAL CORP DEL CHARTER ONE FINANCIAL INC MGIC INVESTMENT CORP PEOPLES HERITAGE FINL GROUP COUNTRYWIDE CREDIT IND INC WACHOVIA CORP WASHINGTON FEDERAL INC TCF FINANCIAL CORPORATION * FSCGX -- 51.9% of the portfolio TYCO INTL LTD PITNEY-BOWES INC EMERSON ELEC CO GENERAL ELECTRIC CO CATERPILLAR INC ALLIEDSIGNAL INC XEROX CORP APPLIED MATERIALS INC ILLINOIS TOOL WORKS INC INGERSOLL RAND CO * FSDPX -- 43.2% of the portfolio MINNESOTA MINING & MFG CO ALCOA INC DUPONT (EI) DE NEMOURS & CO KIMBERLY CLARK CORP DOW CHEMICAL CO INTERNATIONAL PAPER CO MONSANTO CO BURLINGTON NORTHERN SANTE FE CSX CORP UNION PACIFIC CORP * FSPCX -- 51.9% of the portfolio AMER INTL GROUP INC CIGNA CORP BERKSHIRE HATHAWAY INC CL A AXA FINANCIAL INC AMERICAN GENERAL CORP AFLAC INC MBIA INC ALLMERICA FINANCIAL CORP HARTFORD FINL SVCS GROUP INC HARTFORD LIFE INC CL A * FDLSX -- 45.9% of the portfolio TIME WARNER INC MICROSOFT CORP AT&T CORP LIBERTY MED GRP CL A CBS CORP MCDONALDS CORP AT&T CORP DISNEY (WALT) CO (HLDG CO) MEDIAONE GROUP INC ANHEUSER BUSCH COS INC COMCAST CL A SPECIAL * FSHCX -- 54.9% of the portfolio CIGNA CORP WELLPOINT HEALTH NETWORKS INC COLUMBIA HCA HEALTHCARE CORP CARDINAL HEALTH INC UNITED HEALTHCARE CORP CAREMARK RX INC HEALTHSOUTH CORP TENET HEALTHCARE CORP LINCARE HOLDINGS INC HEALTH MGMNT ASSOC INC CL A * FSMEX -- 61.6% of the portfolio PE CORP PE BIOSYSTEMS GROUP GUIDANT CORP ALLERGAN INC ABBOTT LABORATORIES JOHNSON & JOHNSON BOSTON SCIENTIFIC CORP BAXTER INTL INC BECTON DICKINSON & CO MEDTRONIC INC BAUSCH LOMB INC * FBMPX -- 57.0% of the portfolio AT&T CORP LIBERTY MED GRP CL A CBS CORP TIME WARNER INC MEDIAONE GROUP INC COMCAST CL A SPECIAL COX COMMUNICATIONS INC CL A VIACOM INC CL B NON-VTG CLEAR CHANNEL COMMUNICATIONS DISNEY (WALT) CO (HLDG CO) SEAGRAM CO LTD * FSNGX -- 35.9% of the portfolio COASTAL CORP ENRON CORP WILLIAMS COMPANIES INC BURLINGTON RESOURCES INC VASTAR RESOURCES INC BP AMOCO PLC SPON ADR ANADARKO PETROLEUM CORP APACHE CORP AES CORP SONAT INC * FNARX -- 43.4% of the portfolio MOBIL CORP EXXON CORP ALCOA INC USX-MARATHON GROUP COMMON NEW SCHLUMBERGER LTD NY REG HALLIBURTON CO TEXACO INC CHEVRON CORP AMERADA HESS CORP BJ SERVICES CO * FSPFX -- 69.0% of the portfolio SMURFIT-STONE CONTAINER CORP ABITIBI-CONSOLIDATED INC GAYLORD CONTAINER CORP CL A BOWATER INC DOMTAR INC CHAMPION INTERNATIONAL CORP POPE & TALBOT BOISE CASCADE CORP TEMBEC INC CL A CONSOLIDATED PAPERS INC * FDPMX -- 57.2% of the portfolio MERIDIAN GOLD INC FRANCO NEVADA MINING CORP LTD NORMANDY MINING LTD PLACER DOME INC NEWCREST MINING LTD ACACIA RESOURCES LTD DELTA GOLD NL GOLD FIELDS LTD NEWMONT MINING CORP BUENAVENTURA CL B SPON ADR * FSRPX -- 61.4% of the portfolio HOME DEPOT INC DAYTON HUDSON CORP WALGREEN CO WAL MART STORES INC MCDONALDS CORP LOWES CO INC CVS CORP FEDERATED DEPT STORES INC COSTCO WHOLESALE CORP GAP INC * FSCSX -- 54.9% of the portfolio MICROSOFT CORP BMC SOFTWARE ORACLE CORP SIEBEL SYSTEMS INC COMPUWARE CORP AUTOMATIC DATA PROCESSING INC YAHOO INC FIRST DATA CORP COMPUTER ASSOCIATES INTL INC AMERICA ONLINE INC * FSPTX -- 46.2% of the portfolio MICROSOFT CORP MICRON TECHNOLOGY INC CISCO SYSTEMS INC MOTOROLA INC DOUBLECLICK INC INTEL CORP ANALOG DEVICES INC COMVERSE TECHNOLOGY INC LUCENT TECHNOLOGIES INC ALTERA CORP * FSTCX -- 52.5% of the portfolio MCI WORLDCOM INC AMERITECH CORP NEW CISCO SYSTEMS INC SBC COMMUNICATIONS INC VODAFONE AIRTOUCH PLC SPON ADR ALLTEL CORPORATION AT&T CORP MEDIAONE GROUP INC MCLEODUSA INC CINCINNATI BELL INC * FSRFX -- 63.5% of the portfolio BURLINGTON NORTHERN SANTE FE AMR CORP NAVISTAR INTL CORP UNION PACIFIC CORP EATON CORP CSX CORP CANADIAN NATL RAILWAY CO ORD ATLANTIC COAST AIRLN HLDG INC NORTHWEST AIRLINES CORP CL A MOTIVEPOWER INDUS INC * FSUTX -- 60.4% of the portfolio MCI WORLDCOM INC AES CORP CALPINE CORP AT&T CORP SBC COMMUNICATIONS INC AMERITECH CORP NEW KN ENERGY INC GTE CORP ENRON CORP PG&E CORP

To: Julius Wong who wrote (2107)	10/27/1999 8:57:00 PM
From: Julius Wong	Read Replies (1) \| Respond to of 4916

Wed Oct 27 * Market Indices vs 50 Day Moving Average DJIA : -2.48% SP500 : -1.36% NASDAQ: 0.49% ******************************************************* * Market risk ( Low, Typical, High, and Very High ) Short term risk: High Intermediate term risk: High * Market volatility : Very High ***************************************************** * Stock Groups and 50 Day MA No. of Percent Stock Stocks > Stocks > Group 50D MA 50D MA --------------- -------- -------- DJIA 30 13 43 S&P 500 180 36 S&P 100 43 43 Nasdaq 100 46 46 ***************************************************** * Top/Bottom ratio: Formula = T15%/B15% T15%: Number of stocks in the top 15% of 52 week range B15%: Number of stocks in the bottom 15% of 52 week range This ratio is bullish if > 2.00, bearish if < 0.50 All Stocks > $5: 0.39 (Bearish) S&P 500 Stocks: 0.40 (Bearish) S&P 100 Stocks: 0.79 (Neutral) Nasdaq 100 Stocks: 1.40 (Neutral) ***************************************************** Fidelity Sector Funds (37 select funds plus FRESX) * Sector rotation: Very High * Number of strong funds: 8 * Top 12 Funds: FSRBX, FIDSX, FSLBX, FSDCX, FSVLX, FSTCX, FSCSX, FBMPX, FSAIX, FSPCX, FSPTX, FSUTX