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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (33063)	11/5/1999 5:27:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Brian, thread, interesting prediction re future supply/demand from a DRAM point of view by Ron Bohn, Director of Research, Semiconductor Group. There is also a guy named Bohn who works for Intel. Not the same guy, I think. Borrowed this from the Rambus thread. Message 11825562 Tony

To: Proud_Infidel who wrote (33063)	11/8/1999 8:32:00 AM
From: SJS	Respond to of 70976

Over the weekend, I received my semi annual report dated August 31, 1999 from Fidelity on all their Select Funds, which includes such high-flyers as Select Electronics (FSELX), and Select Developing Communications (FSDCX), among others. Looking at the list of holding for Select Electronics, I was shocked to find the following: MSFT: 2,340,000 shares valued at $216,596,250. AMAT: 28,400 shares values at $2,018,175. Seem a little strange that an electronics fund would have 5.1% of their holding in a computer software company and very small amounts of the gorilla (or king) in the semiconductor arena? Don't get me wrong. This fund is up 60% this year, but one has to wonder why they've positioned with such a large software component. Comments? Steve