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To: TREND1 who wrote (32478)	4/24/1998 10:12:00 AM
From: Maven1	Respond to of 53903

Larry, there was an item in thestreet.com daily bulletin late late night, picking up on an SEC filing yesterday on freeedgar, which revealed the top MU holding. I also looked up the 12/31 list of holdings in the fund, and MU was NOT in the top 10! So that means in the first quarter there was massive MU buying by the $2.3B fund. Comparing 12/31 with 3/31, manager Andrew Kaplan also loaded up on the following funds which did not appear in yearend list: INTC (#4), EMC (#6), (AMAT) (#10). However, Kaplan's judgment/timing may be suspect--Checkpoint came up from nowhere to be #5. Also, FIDO managers of different funds often act in concert. So Select Tech fund ($625M) also bought or added to MU, which came up to #9 from #?.