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To: Jock Hutchinson who wrote (21259)	1/28/2000 1:08:00 PM
From: Bob Howarth	Respond to of 25814

Jock. Thanks for detailed reply. My concern on SUNW is that they are really a very unique customer in that upcoming server challenges from LINUX and W2000 on new INTC and POWER4 IBM CPUs may actually dent SUNW growth. This is a SUNW unique situation and does not relate in any way to any other LSI customers. My concern on PS2 is the price, and what 'reasonable' is. At 3000 YEN they won't be able to build enough. At 5000 YEN it would maybe completely flop. Tough business to be in! Good luck.