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To: Joe NYC who wrote (47311)	7/12/2001 6:14:04 PM
From: Pravin Kamdar	Respond to of 275872

100% of production is going to SOI!!! Pravin

To: Joe NYC who wrote (47311)	7/12/2001 6:34:41 PM
From: survivin	Read Replies (1) \| Respond to of 275872

Joe re:I don't know what went into the decision not to warn, but if they reported in the middle of the quarter that their sales are going to be down some 50%, based on the information at hand (minus the June surge), the stock would have been in the single digits. In the situation they were in, no matter what they did, they would have people screaming bloody murder. From the perspective of managing the stock price, I think they did well. It was a very risky move on their part. If the sales in June did not materialize, we would be witnessing a disaster today. Sure made for a nice selling opportunity for insiders though. Weren't there a ton of filings in early May?

To: Joe NYC who wrote (47311)	7/12/2001 11:26:13 PM
From: Milan Shah	Read Replies (1) \| Respond to of 275872

It was a very risky move on their part. If the sales in June did not materialize, we would be witnessing a disaster today. Its called channel stuffing... Should we brace for a disaster in 3Q? Milan