Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (19563)	5/19/1998 4:34:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

Brian: I have been looking at the Fidelity Select Portfolio holdings as of the end of February, 1998. Although the information is dated, I find the following interesting: Percentage of portfolio comprised of semiconductor capital equipment holdings: August, 1997 February, 1998 Sel. Tech. 14.1% 1.2% Sel. Comp. 5.5% .7% Sel. Elect. 6.1% 1.2%