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Fidelity's Managers Have Mixed Views on Technology Stocks

Some have bought on the sector's weakness, while others have not.

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Investors looking for a clear picture of where the technology sector is headed won't find it at Fidelity.

The firm released sector weights and top-10 holdings for its funds today, and it is clear that a debate is raging within Fidelity about the prospects for technology companies, at least in the short and intermediate term. Unlike some past technology sell-offs, particularly the one in 1998's third quarter, when nearly every Fidelity diversified-fund manager loaded up on the sector, the firm's skippers are not moving in lockstep.

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Scott Cooley does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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