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Technology Stocks : Activision....Returns! -- Ignore unavailable to you. Want to Upgrade?

To: Tom Caruthers who wrote (1173)	5/17/1998 7:56:00 PM
From: Mike McFarland	Respond to of 1992

Your thoughts are certainly farther along than my own on the possible pairings, thanks. Returning to the broader topic of owning these companies... I looked through my Fidelity Select bi-annual update to see if I could find shares of any of the gaming companies. The results were surprising. FidSel Leisure Portfolio, market cap 222M: I could only find one software company, they put it under the header "prepackaged computer software (which is only 3.6% of the fund) and it was Microsoft at 108,000 shares with a value of 9M --that's it, no pure plays! I was shocked! In the rest of the Leisure fund I find mainly a lot of consumer nondurables, I had listed the ten largest holdings in this post, then decided maybe the fund managers don't want people like me blabbing that all over (not that a person would have to do too much to figure it out). Let me just say however that they are all huge very liquid items, and I personally think some of them suck. Okay, FidSel Multimedia, 116M Doesn't really look too different from the Leisure fund, in fact, three of the top ten picks were the same, their other picks are mainly broadcasting. I could find no software or Internet stocks! (although there were phone companies in there, so I guess that's sorta like having some exposure to the internet. Newspapers make up 16.5% of the fund--not what I think of when I hear the word multimedia. Finally in FidSel Software and Computer Services I found a trivial amount of ERTS and a company I had not heard of, Midway Games. To sum it up, I was very surprised to see so little of the computer and console gaming companies in these three funds. Disappointed too, maybe only gamers really think about them, certainly it is true the Fidelity managers are not too interested in them. The software fund is a 510M fund, you would think there would have been some room in there for ATVI.

To: Tom Caruthers who wrote (1173)	5/25/1998 10:00:00 PM
From: Lord Smooth	Read Replies (2) \| Respond to of 1992

I haven't followed ATVI for a while -- sold this past xmas. But am I correct in the following?: ATVI is no longer going after a few blockbuster titles but after many smaller ones. And it is now producing cartridge games in addition to CD roms? If all this is so, ATVI's orginal game plan has failed. It seems to me ATVI is scrambling now. IT will probably go up again by xmas, but if the plan really has failed, the drop after xmas is going to be deadly.