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To: Bill Harmond who wrote (12050)6/13/2002 5:51:02 PM
From: Bill Harmond  Respond to of 57684
 
14:22 ET AMAT Applied Materials said to reaffirm guidance, capex (20.46 -0.24)
We are hearing Street talk that AMAT reaffirmed guidance during a Salomon Smith Barney bus tour and said checks with customers confirm capex plans for the full year.



To: Bill Harmond who wrote (12050)6/13/2002 6:08:18 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
the ^ndx on 9/21/01 was 1126. Haven't we broken this to the downside since we closed today at 1106? I was thinking the sept lows didn't hold for ^ndx. Or was yesterdays action more significant from a ta perspective since that was the first test of the low?
Lizzie (ta challenged)


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