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To: Kayaker who wrote (8839)	8/3/2001 12:38:36 AM
From: Jacob Snyder	Read Replies (1) \| Respond to of 10934

re: I wonder how many folks will hold their long positions in tech stocks as we go through September earnings warnings. I wonder how many mutual funds will hold NTAP through window-dressing season, and how many individuals will hold NTAP through tax-loss selling season. With the Fed about done, what else do investors have to talk about, other than the (lack of) earnings?

To: Kayaker who wrote (8839)	8/6/2001 2:20:40 PM
From: Crystal ball	Respond to of 10934

That is the key: Earnings reporting of increased IMPROVED VISIBILITY from the company, not from ANALysts. ANALysts are old news, behind the curve and that curve has more BEHIND it than jennifer lopez, just ask Kumar, all OLD NEWS, the poor guy is now just copying other ANALysts to try and look good for any temporary selling into strength, which is not his job, his job is to give a long term forcast a long term earnings estimate, instead we see him squawking not BEFORE but JUST AFTER NTAP goes up 25% into its recent reflex selling into strength. NTAP my friends is just catching its breath. In these trading ranges it is 2 steps ahead, 1 step back, 3 steps ahead, 1 step back, then a break out upward above $20 and recovery, imho by the end of August. I am, Truly your$, -Crystal Ball