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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Master (Hijacked) who wrote (15518)	12/27/2000 2:17:56 AM
From: Don Edgerton	Respond to of 24042

My belief is that the latest hit in JDSU and SUNW were a reallocation by Fidelity out of these stocks. They offset the hit on there NAV by driving up the others they are investing in at the same time. I believe Jan will show Fidelity greatly incresed its energy and utility holdings -probably a sign of a top. Fidelity "outperformance" in the select funds is largely a self fulfilling prophecy which worked as long as Fidelity had a bull market to work with. A lot of their funds underperform their peers. Some musings from soemone who wasn't smart enogh to sell on all the sell signals because fundamentals do matter and there is a lot of optical yet to be built around the world.