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To: Mark Fowler who wrote (8324)8/14/2001 12:30:32 PM
From: Bill Harmond  Respond to of 57684
 
Sold Microsoft LEAPS for Interwoven @ 8.20



To: Mark Fowler who wrote (8324)8/14/2001 4:22:38 PM
From: Bill Harmond  Read Replies (3) | Respond to of 57684
 
BEA Systems holding up:

biz.yahoo.com



To: Mark Fowler who wrote (8324)8/14/2001 4:25:26 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
From Briefing on AMAT: Applied Materials (AMAT) 43.65 -1.19: Reports Q3 net from ongoing ops of $0.05 a share, $0.02 better than consensus, vs yr-ago EPS of $0.70; net sales fell to $1.33 bln (consensus $1.3 bln), down 30% qtr/qtr and 51% yr/yr... will continue to reduce costs... orders for ion implant, process diagnostics and control and chemical vapor deposition products were sequentially higher than the prior qtr; see press release.