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To: Zeev Hed who wrote (47172)	7/13/2000 10:50:56 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 93625

<< .. but pricing will deteriorate and as a result profits, stock of chips will peak long before that is actually happening and stocks of chip Cap equip. before the chips and much more severely. As they used to sasy, when the chip industry catches a cold, the chip equip sector catches pneumonia. A cold in this case is slowdown in growth rate.>> Zeev, the Fidelity Select Electronics Fund (FSELX) concentrates mainly on chip makers. From 1990 - 1999, this fund was the best performer of any stock fund, bar none. Over those 10 years, how many boom/bust chip cycles do you suppose we lived through? Victor