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

To: Justa Werkenstiff who wrote (19568)	5/19/1998 6:26:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

OT Justa, Do you have some $$ in these Fidelity funds? If so, how does their performance compare to your individual holdings, assuming you did not liquidate all of them prior to the meltdown? I was in the habit of checking the holdings in the Fidelity Select Eclectronics fund but haven't checked in months. To be honest, you probably won't need to follow them that closely as the semis come back into favor. We'll see what they are buying once we get some good volume days. And yes, they'll probably drive up the large-caps well before the 2nd tier guys. You can see it now in the valuation of AMAT vs. LRCX. exchange2000.com What really amazes me are the valuations given to cos. which are in markets which should experience stellar growth like PRIA in automation and SFAM in CMP. In my mind, these cos. warrant higher valuations than AMAT sice they are smaller cos. capable of staggering EPS growth and are leaders in markets which should take off in the next 12-16 mos. I guess the gorilla gets the most respect for nothing more than being consistent. Consistency has its rewards I guess(Read:AMAT) Back to my original train of thought, it's really quite amazing how these guys manage their $$. Info you previously posted indicated the MMs were net sells in one of the worst periods for these stocks. If they behave accordingly on the upside, well probably see large blocks being bought in the 40s and 50s. Regards, Brian