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To: IQBAL LATIF who wrote (38827)	4/12/2001 9:40:26 AM
From: Jerry Olson	Respond to of 50167

JUST FOR 1-2 DAYS... i would like to see us hold 9700 on the retrace...

To: IQBAL LATIF who wrote (38827)	4/12/2001 9:52:13 AM
From: Jerry Olson	Read Replies (1) \| Respond to of 50167

Headline 12-Apr-01 09:26 ET Fechtor Negative on Semis : Respected research firm Fechtor Detwiler issues a bearish note on the semi sector, believes that the second leg of the down-cycle is about to begin; first leg was excess inventory, the second is severe pricing pressure. Specifically notes price cuts by STMicro (STM) with implications for ONNN, IRF, and FCS; also notes that customers of cos like CSCO, SCMR, NT, and CS are demanding 40% price cuts and that these firms are in turn demanding cuts from comm IC companies

To: IQBAL LATIF who wrote (38827)	4/12/2001 11:06:02 AM
From: TWICK	Read Replies (1) \| Respond to of 50167

NTAP looks really ugly here: siliconinvestor.com Looking for a possible bottom, I need to look at the weekly chart and, with a broad stroke... I can see it heading down to single digits: siliconinvestor.com Single digits ? Yep. I'm thinking that we may see it head to mid to upper single digits. The conference call will shed some more light on what the outlook will look like, but based on the recent warning, the future looks bleak this year and possibly next. This really sucks cause I want to add to my position, but if there's no clear future for NTAP, I'm having doubts about adding. Waiting for the conference call before I make a decision. Twick