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To: Conan who wrote (6084)	2/3/2001 1:28:12 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 10934

I expect great earnings and a sell off the next day. IMO this will not happen if (a) NTAP hits 11 cents ps this quarter (that might be the "great earnings"); and (b) there is no crawfishing from April quarter consensus eps of 12 cents. Conversely, it will happen if the reverse is true. I say this because NTAP has effectively bounced off an 11 month triple bottom, and unless there's a big change in the story, I don't see mere sentiment taking this down further. Don't think it takes a TA genius to read Friday's action. Now, if she were @ $75 ps, I'd buy your thesis. Since it wasn't, I bought instead NTAP this week at average price of 45 5/8, effectively tripling up.