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To: SecularBull who wrote (9399)	11/1/2001 1:51:38 PM
From: im a survivor	Read Replies (4) \| Respond to of 10934

Hmmm...so what are folks doing here at $15.......buying, selling...?? I'm perplexed <ggg>......I have some I got at 8 or 9 I could sell for a nice tidy profit, as well as the shares I got at 12......but honestly, I have a goal as to how many shares of this company I wish to have, and I dont currently have as much as I would like......so do i sell, hope for a dip back to 10 and buy back, or do I sit with what I have and not sell, in case she continues upward...and buy more if she drops.....decisions, decisions.....hmmmmm

To: SecularBull who wrote (9399)	11/1/2001 1:53:25 PM
From: Jacob Snyder	Respond to of 10934

re: Firm's best estimate is that rev comes in at $195-$200 mln If that's true, then the quarter just ending is the low point for revenues. Margins aren't going to go down, if revenues are going up (fixed costs get spread out over more sales). From the analyst reports I've been reading, the consensus is that storage companie's revenues are going to mirror overall economic activity, which isn't expected to bottom until 2Q02. A bottoming now for NTAP, means forward expectations are going to be raised a lot, for 2002. It will be interesting to compare NTAP's vs. EMC's results. If we start seeing analysts raising expected EPS numbers for NTAP, but not for EMC, then the stocks are going to act very differently. The crucial numbers are not profits (and certainly not the pro forma numbers). The crucial numbers are the direction that sales and margins are going.