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

To: Julius Wong who wrote (3365)	2/9/2001 7:20:25 AM
From: Julius Wong	Respond to of 4916

February 9, 2001 Dow Jones Newswires Asia DRAM Report: Inventory Clearing May Hit Prices By DERMOT DOHERTY Of DOW JONES NEWSWIRES TAIPEI -- Spot prices of dynamic random access memory (DRAM) chips have shown signs of relative stability in recent weeks, but industry experts warn that growing inventory levels at key chipmakers could mean trouble. With U.S. chip giant Micron Technology Inc. (MU) due to report full-year results by the end of this month, many fear an inventory clear-out by the company could send DRAM spot prices sliding to new historical lows. ... ... ... ... ... ... URL for this Article: interactive.wsj.com

To: Julius Wong who wrote (3365)	2/10/2001 11:11:12 AM
From: rkf	Read Replies (1) \| Respond to of 4916

Julius, I just moved a large chunk of my portfolio into FMCSX (Fid. Mid-cap) - why? Its outperforming currently and is only 7% in tech. Kent

To: Julius Wong who wrote (3365)	2/11/2001 11:14:53 AM
From: Aggie	Read Replies (1) \| Respond to of 4916

Hi Julius (and all), Can I solicit your opinion - I'm currently in SESX and BIOX. I've been a SESX holder for years, and it looks to me like it's getting toppy. I'm considering a rotation into DCPX (computers) or SPTX (technology), but this is going to be tricky timing indeed - no telling when tech will bottom, and energy will probably do so this spring, early - which will probably be before tech bottoms. Would you move back into technology, or is your opinion shying away from it? Thanks in advance, all opinions welcome. Aggie

To: Julius Wong who wrote (3365)	2/11/2001 6:47:43 PM
From: Julius Wong	Read Replies (1) \| Respond to of 4916

Fri, February 9, 2001 The top 20 Fidelity Select Funds FSESX FNARX FSENX FSNGX FSRFX FSCHX FDLSX FSHOX FSRBX FSRPX FBMPX FBSOX FSAVX FSDPX FSVLX FDFAX FSDAX FSCPX FSLBX FCYIX Missing from the list are tech funds and health care funds.

To: Julius Wong who wrote (3365)	2/14/2001 8:41:39 PM
From: Julius Wong	Read Replies (2) \| Respond to of 4916

Wed, February 14, 2001 * Strong Funds (18) FSESX FSNGX FSCHX FSRFX FNARX FSHOX FSENX FSRPX FSAVX FBSOX FSDAX FDLSX FBMPX FSRBX FSVLX FSDPX FSHCX FCYIX * Neutral Funds (11) FSMEX FSLBX FSLEX FSCPX FSPCX FDFAX FIDSX FSCGX FSAIX FSPFX FRESX * Weak Funds (13) SP500 FSUTX FSELX FSCSX FSAGX FSPHX FWRLX FSTCX FBIOX FDCPX FSPTX FSDCX FNINX Notes: 1. This list includes 40 select funds, plus FRESX and SP500. FRESX (Real Estate) is not a Select fund, but it is a sector fund. SP500 is included in the list as a bench mark. 2. There are Strong funds, Neutral funds, and Weak funds. 3. Software: TC2000 for Mutual Funds, version 4.2. Data: Worden Brothers.