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

To: Dennis who wrote (349)	11/4/1997 9:24:00 AM
From: bob smith	Respond to of 4916

Dennis, I like Bios especially this time of year when they usually have their rallys. I am now 1/3 in FSESX and 2/3 in FBIOX Here are the FBIOX top 10 holdings(as of 28-Feb-97) I think Andy has a more recent (30-Sept)update, where they again included LGND as their #9 holding. Top Equity Holdings (%) AMGN AMGEN INC 10.74 GNE GENENTECH INC 10.60 IMNX IMMUNEX CORP 5.48 SGP SCHERING PLOUGH CORP 4.22 BGEN BIOGEN INC 2.90 ARES-SERONO SA 2.80 PDLI PROTEIN DESIGN LABS 2.47 NOVARTIS AG 2.35 GLFD GUILFORD PHARMACEUTICALS INC 2.26 GILD GILEAD SCIENCES Bob

To: Dennis who wrote (349)	11/4/1997 4:02:00 PM
From: bob smith	Read Replies (1) \| Respond to of 4916

Dennis, this is from Fidelity: Top Ten Holdings as of 09/30/1997 GENENTECH INC SPECIAL COMMON GILEAD SCIENCES INC ICN PHARMACEUTICALS INC SCHERING PLOUGH CORP GENZYME CORP-GENERAL DIVISION MEDIMMUNE INC SEPRACOR INC ALKERMES INC LIGAND PHARMACEUTICALS CL B MERCK & CO INC The Major Market Sectors and Top Ten Holdings are presented to illustrate examples of the industries and securities in which the fund may invest, and may not be representative of the fund's current or future investments. For equity funds, the top ten holdings do not include money market investments. 44.5% of the portfolio Wow, Bios are relly flying today! Bob