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To: rudedog who wrote (77147)	1/31/2000 5:24:00 AM
From: JDN	Respond to of 97611

Dear Rudedog: Luckily SUNW is in an industry where there is no question it is expanding. I believe it was the Chairman of INTC who stated that only 5% of the servers necessary in 5 yrs currently exist. So their rapid growth likely to continue for some time IMHO. However, as you point out, as the base grows its harder and harder to maintain the %age. Again, in SUNW's case it isnt a production problem its a people problem. They dont just ship UNITS they ship SYSTEMS and it takes highly qualified people which take a long time to train to keep the excellence up. I suspect EMC is finding this out too. JDN