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

To: Julius Wong who wrote (2574)	4/21/2000 2:36:00 PM
From: Aggie	Read Replies (1) \| Respond to of 4916

Julius, hello, What's you thinking about FBIOX? The fund is better than 40% off its highs, and while the Techs have taken a hammering, perhaps justifiably, I have heard that a robust year is still expected from the biotechs, especially those associated with the human genome project and those which have viable products in the revenue stream and FDA pipeline. However, FBIOX has been conspicuous in its absence in your semi-weekly strength ratings, and discussions about opportunities. Perhaps that's related to assessment of the technicals. What's your gut feeling? Regards and Happy Easter, Aggie

To: Julius Wong who wrote (2574)	4/21/2000 8:21:00 PM
From: Julius Wong	Respond to of 4916

Fidelity Select Fund holdings, 3/31/00 * FSAIX -- 53.1% of the portfolio SOUTHWEST AIRLINES CO UNITED TECHNOLOGIES CORP AMR CORP GENERAL DYNAMICS CORPORATION DELTA AIRLINES INC CONTINENTAL AIRLINES CL B EXPEDITORS INTL OF WASH INC HOWMET INTL INC BOEING CO ATLAS AIR INC * FSAVX -- 60.8% of the portfolio HONDA MOTOR CO LTD GENERAL MOTORS CORP TRW INC JOHNSON CONTROLS INC SPX CORP DANAHER CORP DELPHI AUTOMOTIVE SYS CORP EATON CORP NAVISTAR INTL CORP GENTEX CORP * FSRBX -- 50.0% of the portfolio FIRSTAR CORPORATION BANK OF NEW YORK CO INC WELLS FARGO & CO FLEETBOSTON FINL CORP SUNTRUST BANKS INC BANK ONE CORP FIRST UNION CORP MELLON FINANCIAL CORP BANK OF AMERICA CORPORATION CHASE MANHATTAN CORP * FBIOX -- 47.7% of the portfolio IMMUNEX CORP GENENTECH INC MEDIMMUNE INC AMGEN INC SCHERING PLOUGH CORP COR THERAPEUTICS INC ALKERMES INC CHIRON CORP GENZYME CORP-GENERAL DIVISION MILLENNIUM PHARMACEUTICALS INC * FSLBX -- 46.1% of the portfolio MORGAN STAN DEAN WITTER & CO LEHMAN BROTHERS HOLDINGS SCHWAB CHARLES CORP MERRILL LYNCH CO INC KANSAS CITY SOUTHERN INDS INC GOLDMAN SACHS GROUP INC CITIGROUP INC DAIWA SECURITIES GROUP INC WADDELL & REED FINL INC CL A CREDIT SUISSE GRP (REG) * FBSOX -- 49.3% of the portfolio FIRST DATA CORP OMNICOM GROUP INC PAYCHEX INC COMPUTER SCIENCES CORP AUTOMATIC DATA PROCESSING INC DST SYSTEMS INC ELECTRONIC DATA SYSTEMS CORP CERIDIAN CORP AMDOCS LTD IMS HEALTH INC * FSCHX -- 53.0% of the portfolio UNION CARBIDE CORP ROHM & HAAS CO MINNESOTA MINING & MFG CO AVERY DENNISON CORP PPG INDUSTRIES INC DUPONT (EI) DE NEMOURS & CO LYONDELL CHEMICAL CO ECOLAB INC DOW CHEMICAL CO PRAXAIR INC * FDCPX -- 41.7% of the portfolio CISCO SYSTEMS INC EMC CORP TEXAS INSTRUMENTS INC HEWLETT-PACKARD CO ANALOG DEVICES INC MOTOROLA INC DELL COMPUTER CORPORATION MICRON TECHNOLOGY INC NETWORK APPLIANCE LSI LOGIC CORP * FSHOX -- 49.0% of the portfolio LOWES CO INC HOME DEPOT INC CATERPILLAR INC DEERE & CO FANNIE MAE MASCO CORPORATION FLUOR CORP GEORGIA PAC GROUP EQUITY RESIDENTIAL PROP - REIT WHIRLPOOL CORP * FSCPX -- 34.9% of the portfolio WAL MART STORES INC HOME DEPOT INC TIME WARNER INC DISNEY (WALT) CO (HLDG CO) AT&T CORP LIBERTY MED GRP CL A PROCTER & GAMBLE CO LOWES CO INC PHILIP MORRIS COS INC MEDIAONE GROUP INC COCA COLA CO * FCYCF -- 43.6% of the portfolio GENERAL ELECTRIC CO TYCO INTL LTD GENERAL MOTORS CORP DUPONT (EI) DE NEMOURS & CO UNITED TECHNOLOGIES CORP UNION CARBIDE CORP MINNESOTA MINING & MFG CO HONEYWELL INTL INC BOEING CO GENERAL DYNAMICS CORPORATION * FSDAX -- 54.4% of the portfolio UNITED TECHNOLOGIES CORP GENERAL DYNAMICS CORPORATION HOWMET INTL INC BOEING CO GENERAL ELECTRIC CO TITAN CORP. PANAMSAT CORP GENERAL MOTORS CORP CL H LOCKHEED MARTIN CORP GOODRICH B F CO * FSDCX -- 45.0% of the portfolio NORTEL NETWORKS CORP CISCO SYSTEMS INC NOKIA CORP SPON ADR LUCENT TECHNOLOGIES INC COMVERSE TECHNOLOGY INC VITESSE SEMICONDUCTOR CORP MOTOROLA INC NEXTEL COMMUNICATIONS INC CL A JUNIPER NETWORKS INC BROADCOM CORP CL A * FSELX -- 43.4% of the portfolio ANALOG DEVICES INC MICRON TECHNOLOGY INC TEXAS INSTRUMENTS INC PMC-SIERRA INC INTEL CORP LSI LOGIC CORP NATIONAL SEMICONDUCTOR CORP ALTERA CORP LINEAR TECHNOLOGY CORP VITESSE SEMICONDUCTOR CORP * FSENX -- 47.1% of the portfolio CHEVRON CORP EXXON MOBIL CORP ROYAL DUTCH PETROLEUM (NY SHS) SCHLUMBERGER LTD NY REG HALLIBURTON CO BP AMOCO PLC SPON ADR ATLANTIC RICHFIELD AMERADA HESS CORP SMITH INTERNATIONAL INC NOBLE DRILLING CORP * FSESX -- 61.8% of the portfolio WEATHERFORD INTL INC ENSCO INTL INC SMITH INTERNATIONAL INC NOBLE DRILLING CORP COOPER CAMERON CORP BJ SERVICES CO NABORS INDUSTRIES INC BAKER HUGHES INC MARINE DRILLING COMPANIES INC GLOBAL MARINE INC. (NEW) * FSLEX -- 55.6% of the portfolio THERMO ELECTRON CORP TETRA TECH INC. NEW INSITUFORM TECHNOLOGIES INC. NEWPARK RES INC COMMON THERMO FIBERTEK INC CATALYTICA INC REPUBLIC SERVICES INC OGDEN CORP AZURIX CORP WASTE MANAGEMENT INC * FIDSX -- 38.6% of the portfolio CITIGROUP INC BANK OF AMERICA CORPORATION MORGAN STAN DEAN WITTER & CO AMER INTL GROUP INC FANNIE MAE AMERICAN EXPRESS CO BERKSHIRE HATHAWAY INC CL A WELLS FARGO & CO CHASE MANHATTAN CORP SCHWAB CHARLES CORP * FDFAX -- 44.9% of the portfolio SAFEWAY INC NEW ANHEUSER BUSCH COS INC MCDONALDS CORP PHILIP MORRIS COS INC UNILEVER NV NY SHS KROGER CO PEPSICO INC COCA COLA CO BESTFOODS QUAKER OATS CO * FSAGX -- 62.7% of the portfolio MERIDIAN GOLD INC ANGLOGOLD LTD SPON ADR GOLDCORP INC CL A NEWCREST MINING LTD NEWMONT MINING CORP NORMANDY MINING LTD ANGLOGOLD LTD BARRICK GOLD CORP BUENAVENTURA (CIA DE MIN) CL B AGNICO-EAGLE MINES LTD * FSPHX -- 56.9% of the portfolio WARNER-LAMBERT CO BRISTOL-MYERS SQUIBB CO LILLY (ELI) & CO AMERICAN HOME PRODUCTS CORP MEDTRONIC INC MERCK & CO INC SCHERING PLOUGH CORP ABBOTT LABORATORIES AMGEN INC JOHNSON & JOHNSON * FSVLX -- 62.5% of the portfolio FREDDIE MAC FANNIE MAE GOLDEN WEST FINANCIAL CORP DEL PMI GROUP INC TCF FINANCIAL CORPORATION CHARTER ONE FINANCIAL INC PNC FINANCIAL SERVICES GRP INC MGIC INVESTMENT CORP WASHINGTON FEDERAL INC WELLS FARGO & CO * FSCGX -- 50.4% of the portfolio TYCO INTL LTD APPLIED MATERIALS INC GENERAL ELECTRIC CO PITNEY-BOWES INC EMERSON ELEC CO INGERSOLL RAND CO CATERPILLAR INC ILLINOIS TOOL WORKS INC HONEYWELL INTL INC WEATHERFORD INTL INC * FSDPX -- 41.3% of the portfolio MINNESOTA MINING & MFG CO ALCOA INC DUPONT (EI) DE NEMOURS & CO MONSANTO CO DOW CHEMICAL CO KIMBERLY CLARK CORP INTERNATIONAL PAPER CO WEYERHAEUSER CO INCO LTD BURLINGTON NORTHERN SANTE FE * FSPCX -- 48.7% of the portfolio CHUBB CORP AMER INTL GROUP INC MARSH & MCLENNAN COS INC AMBAC FINANCIAL GROUP INC BERKSHIRE HATHAWAY INC CL A HARTFORD FINL SVCS GROUP INC AFLAC INC CIGNA CORP AXA FINANCIAL INC AMERICAN GENERAL CORP * FDLSX -- 44.5% of the portfolio DISNEY (WALT) CO (HLDG CO) TIME WARNER INC AT&T CORP LIBERTY MED GRP CL A AT&T CORP MEDIAONE GROUP INC SEAGRAM CO LTD MCDONALDS CORP CBS CORP VIACOM INC CL B NON-VTG YAHOO INC * FSHCX -- 56.9% of the portfolio CIGNA CORP UNITED HEALTHCARE CORP COLUMBIA HCA HEALTHCARE CORP WELLPOINT HEALTH NETWORKS INC TENET HEALTHCARE CORP CARDINAL HEALTH INC AETNA INC MCKESSON HBOC INC HEALTH MGMNT ASSOC INC CL A LINCARE HOLDINGS INC * FSMEX -- 57.5% of the portfolio BAXTER INTL INC ABBOTT LABORATORIES BIOMET INC MEDTRONIC INC PE CORP PE BIOSYSTEMS GROUP CHIRON CORP JOHNSON & JOHNSON STRYKER CORP GUIDANT CORP ALLERGAN INC * FBMPX -- 53.3% of the portfolio DISNEY (WALT) CO (HLDG CO) AT&T CORP LIBERTY MED GRP CL A VIACOM INC CL B NON-VTG TIME WARNER INC CBS CORP MEDIAONE GROUP INC SEAGRAM CO LTD COMCAST CL A SPECIAL COX COMMUNICATIONS INC CL A AT&T CORP * FSNGX -- 40.4% of the portfolio WILLIAMS COMPANIES INC COASTAL CORP BURLINGTON RESOURCES INC VASTAR RESOURCES INC ENRON CORP DYNEGY INC CL A BP AMOCO PLC SPON ADR KINDER MORGAN INC KANS APACHE CORP CALPINE CORP * FNARX -- 42.2% of the portfolio CHEVRON CORP EXXON MOBIL CORP ROYAL DUTCH PETROLEUM (NY SHS) SCHLUMBERGER LTD NY REG BP AMOCO PLC SPON ADR ALCOA INC ATLANTIC RICHFIELD HALLIBURTON CO AMERADA HESS CORP WEYERHAEUSER CO * FSPFX -- 47.6% of the portfolio GEORGIA PAC GROUP FORT JAMES CORP INTERNATIONAL PAPER CO KIMBERLY CLARK CORP WILLAMETTE INDUSTRIES INC STORA ENSO 1/10 VTG R (FINL) SMURFIT-STONE CONTAINER CORP WEYERHAEUSER CO BOWATER INC CHAMPION INTERNATIONAL CORP * FSRPX -- 58.3% of the portfolio HOME DEPOT INC TARGET CORP WAL MART STORES INC WALGREEN CO KOHLS CORP COSTCO WHOLESALE CORP LOWES CO INC GAP INC BJS WHOLESALE CLUB INC MCDONALDS CORP * FSCSX -- 46.6% of the portfolio ORACLE CORP MICROSOFT CORP VERITAS SOFTWARE CO SUN MICROSYSTEMS INC AMERICA ONLINE INC YAHOO INC INTL BUS MACH CORP COMPUTER ASSOCIATES INTL INC CMGI INC SIEBEL SYSTEMS INC * FSPTX -- 39.3% of the portfolio JUNIPER NETWORKS INC CISCO SYSTEMS INC LUCENT TECHNOLOGIES INC BROADCOM CORP CL A NORTEL NETWORKS CORP MICROSOFT CORP MOTOROLA INC VIGNETTE CORP DOUBLECLICK INC REDBACK NETWORKS INC * FSTCX -- 51.5% of the portfolio NEXTEL COMMUNICATIONS INC CL A SPRINT CORP PCS SER 1 BELLSOUTH CORP AT&T CORP QUALCOMM INC NORTEL NETWORKS CORP CISCO SYSTEMS INC MOTOROLA INC VOICESTREAM WIRELESS CORP VODAFONE AIRTOUCH PLC * FSRFX -- 50.2% of the portfolio NAVISTAR INTL CORP SOUTHWEST AIRLINES CO AMR CORP DELTA AIRLINES INC CANADIAN PACIFIC LTD COM KANSAS CITY SOUTHERN INDS INC BURLINGTON NORTHERN SANTE FE EATON CORP UNION PACIFIC CORP EXPEDITORS INTL OF WASH INC * FSUTX -- 47.3% of the portfolio AT&T CORP SBC COMMUNICATIONS INC BELLSOUTH CORP BCE INC/BELL CANADA MCI WORLDCOM INC DYNEGY INC CL A AES CORP CALPINE CORP NEXTEL COMMUNICATIONS INC CL A ENRON CORP

To: Julius Wong who wrote (2574)	4/24/2000 5:34:00 PM
From: rkf	Read Replies (2) \| Respond to of 4916

Microsoft specific downturn in NASDAQ today - not too bad all things considered. Unfortunately, most mutual funds own Microsoft. Kent

To: Julius Wong who wrote (2574)	4/26/2000 10:10:00 PM
From: Julius Wong	Read Replies (2) \| Respond to of 4916

Wed Apr 26 * Market risk ( Low, Typical, High, and Very High ) Short term risk: High Intermediate term risk: Typical * Market volatility : Very High ---- Fidelity Select Sector Funds ---- * For fund symbols and prices, see personal300.fidelity.com * Short Term Strength Top 12 Funds Fund Short Term Symbol Strength ------ ----------- FSPCX 11.41 FSAVX 10.92 FDFAX 9.85 FSESX 9.53 FSNGX 9.48 FSVLX 8.62 FSRFX 6.90 FSHOX 6.42 FIDSX 6.33 FSAIX 6.29 FSPFX 6.01 FSDAX 5.95 * Software and Data: Software: TC2000 for Mutual Funds, beta version. Data vendor: Worden Brothers.