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To: wlheatmoon who wrote (2279)3/31/2001 11:29:48 AM
From: wlheatmoon  Read Replies (1) | Respond to of 2850
 
as an aside,,,

fidelity OTC has sold their level of CSCO holding from 28 million shares on 7/31/00 to current holding of 12.4 million as of 1/31/01.

if i have time, i may do some more investigating into other funds and look at other tech stocks.



To: wlheatmoon who wrote (2279)4/3/2001 1:08:47 PM
From: John Pitera  Respond to of 2850
 
I've spent a fair bit of time going through mutual fund holding changes over the past several months and they
are pretty dramatic.

I agree, it is interesting about ORCL, maybe they will benefit from the B2B carnage as ORCL should
not be going out of business.

SLB, did announce the purchase of a tech company that some saw as a departure from their key business
focus and the do have services like this one below, but maybe the fund managers feel they want the cover of
diversification.:

--------------

Wednesday March 21, 1:06 pm Eastern Time
Press Release
Schlumberger Offering New Breed of Security Solution For Enterprise Networks
HOUSTON--(BUSINESS WIRE)--March 21, 2001--Schlumberger Test & Transactions, a business segment of Schlumberger Limited (NYSE:SLB - news), introduces the Schlumberger Network Solutions Security Support Kit(a), SSK 3.0, a unique combination of Schlumberger smart card-based solutions and 3-G International (3GI) authentication technology to help manage enterprise-wide security.

Available as part of the Schlumberger Network Solutions suite of services, the SSK 3.0 offering is available to administrators to manage biometrics, smart cards and passwords simultaneously with easy-to-use yet powerful tools. SSK 3.0 technology also offers a platform for secure biometric and certificate storage, digital signature generation, advanced encryption, photo ID, physical access control, e-cash and other services -- all using the latest smart card technology. Enterprises will benefit from SSK 3.0 features such as simplified and centralized authentication management.

``SSK 3.0 technology offers an end-to-end security solution, designed for today's fast-moving, security-conscious enterprise,'' said Gary Yamamoto, vice president, Information Security, Schlumberger Network Solutions. ``The corporate environment has new security needs that are integral to success. Our SSK 3.0 offering supports the use of multiple authentication methods making this solution far more secure that other applications available today.''