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

To: Dan P who wrote (3274)	1/2/2001 12:00:50 PM
From: Julius Wong	Read Replies (1) \| Respond to of 4916

January 2, 2001 Tech Center 2001 Bellwethers: The Road Map For This Year's Tech Investors By KEVIN J. DELANEY Staff Reporter of THE WALL STREET JOURNAL ... ... ... ... ... ... ... ... ... ... ... ... Sector Keep an eye on What it will tell you Computer hardware Consumer PC sales for Dec. & Jan.; Corporate PC sales for Jan. & Feb. Greater than 10% sales growth suggests a PC comeback ahead of competition from portable devices Wireless Internet Japanese 3G rollout, GPRS take up in Europe Delays and slow takeup of these precursors could signal real 3G arrival in Europe is even further off Business-to-Business Marketplaces Private equity fundraising by independent marketplace firms If they fail to nail down third-round funding toward the middle of the year, you know the marketplace business model is under strain. Technology services Cap Gemini 2001 growth projections, expected in February Growth targets below 14% suggest softer corporate tech spending and weakness for services industry Initial Public Offerings Orange listing, likely in February If it falls flat, expect the IPO market to be inhospitable for other tech firms Regulatory climate EC handling of Microsoft antitrust investigations A tough line against Microsoft could mean reduced protections for software intellectual property Internet access Price increases for dial-up consumer Internet access If they pull off price hikes, access providers might just make enough money to survive Mergers & Acquisitions Deals by industry heavyweights like IBM, Nokia, Ericsson, Cisco, Microsoft If the big guys step up their acquisitions it could spark a deal-making frenzy -------------------------------------------------------------------------------- URL for this Article: interactive.wsj.com