sgolds, Fidelity on AMD
You are right about Fidelity, as of 03-31-04 FMR decreased its position in AMD by (6,006,315) shares or (32,06%). I think they started dumping AMD shares after touching 52-week high. At the same time FMR was accumulating Intel shares (10,66%).
But what interesting is the following new positions in AMD
JANUS - 3/31/2004 / 21,797,622 / 12,873,035 / 144.24%
CRM - 3/31/2004 / 12,920,000 / 11,520,000 / 822.86%
GOLDMAN SACHS - 3/31/2004 / 3,932,603 / 626,787 / 18.96%
MORGAN STANLEY - 3/31/2004 / 3,444,204 / 392,790 / 12.87%
UBS - 3/31/2004 / 2,490,724 / 1,990,725 / 398.15%
PRUDENTIAL - 3/31/2004 / 1,027,363 / 174,119 / 20.41%
JP MORGAN - 3/31/2004 / 937,380 / 506,362 / 117.48%
WACHOVIA - 3/31/2004 / 553,824 / 201,459 / 57.17%