repost from dell thread note emc second pick
To: +Sig (92440 )
From: +Mohan Marette
Friday, Jan 29 1999 8:32AM ET
Reply # of 92454
DELL accounts for 10% of Fidelity Select computers making it the top pick.
Sig:
Here is an interesting tidbit.
========================
01/28/99
ZDII Mutual Funds
Dell accounts for 10 percent of The Fidelity Select Computers Fund's assets. See
the top tech funds.
Fidelity Select Computers
Top Holdings:
Ticker Shares Value %Net Asssets
DELL COMPUTER CORP COM DELL 600,000 83,925,000 10.08%
E M C CORP MASS COM EMC 1,679,000 63,382,250 7.61%
QUANTUM CORP COM QNTM 1,947,000 48,918,375 5.88%
COMPAQ COMPUTER CORP COM CPQ 1,064,600 34,134,270 4.10%
MICROSOFT CORP COM MSFT 400,000 33,900,000 4.07%
CISCO SYS INC COM CSCO 493,000 32,476,375 3.90%
SUN MICROSYSTEMS INC COM SUNW 650,000 30,956,250 3.72%
TEXAS INSTRS INC COM TXN 440,000 25,520,000 3.07%
LINEAR TECHNOLOGY CORP COM LLTC 306,400 23,209,800 2.79%
INTEL CORP COM INTC 250,800 22,493,750 2.70%
HEWLETT PACKARD CO COM HWP 250,000 16,750,000 2.01%
INTERNATIONAL BUSINESS MACHS COM IBM 150,000 15,665,700 1.88%
XEROX CORP COM XRX 175,000 15,553,125 1.87%
MAXIM INTEGRATED PRODS INC COM MXIM 383,200 15,471,700 1.86%
CERIDIAN CORP COM CEN 290,000 13,503,270 1.62%
ALTERA CORP COM ALTR 292,000 12,592,500 1.51%
3COM CORP COM COMS 350,000 12,512,500 1.50%
GATEWAY 2000 INC COM GTW 250,000 11,000,000 1.32%
COMPUTER LEARNING CTRS INC COM CLCX 276,600 10,182,476 1.22%
ELECTRONICS FOR IMAGING INC COM EFII 415,400 9,164,970 1.10% |
