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To: que seria who wrote (87581)	2/17/2001 5:59:25 PM
From: isopatch	Respond to of 95453

que seria. Thx for the thoughtful reply. Have to agree with you about there being no assurance that "the" low will occur this Spring, either in the overall market or the NAZ. It seems a good idea to leave open the possibility of another low sometime later. My thinks about the Spring is that it MIGHT provide a good Intermediate Term low for reentering some of the patch stocks. NG E&Ps as a play on the summer AC season are one example Like your tech ideas and your strategy makes a lot of sense IMHO. NTAP already on my watch list. Superb LT franchise there. Like it a lot more than EMC. Was looking at 29 for a possible entry on NTAP. So we're not far apart on our chart read. Best regards Iso