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To: Paul Engel who wrote (98611)	2/9/2000 4:09:00 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Paul, Merrill Lynch's Steve Milunovich reiterates buy on SUNW. Copied from the SUNW thread. Let's go back to grammar school and find two things wrong with the article. OK, to save time: 1. Demand is strong, so solid that we think UltraSPARC III-based servers might not be introduced until August/September. What a crock of sh*t. I don't care who you are, you don't hold up a new machine that much. If nothing else, it's discouraging to your development people. If it's there, and it's better, ship it and put even more distance between yourself and the competition. Probably chip problems and Merrill puts a positive spin on it. 2. We think NT could be a problem for Sun in 2-4 years. Hasn't this moron ever heard of Win2000? NT has no plans for 64 bit, but Win2000 does. Compete with Sun = 64 bit. The fool can't even say good things about a company without getting them right. Take Merrill Lynch's tech analysts, including Joe Occupational Safety and Health Ass, out back and shoot them. From ML's "Technology Bits & Bytes" from today: Sun Microsystems (SUNW; $87; B-1-1-9) Highlights From Analyst Meeting, Reiterate Buy (Steve Milunovich 212-449-2047) · Sun's annual analyst meeting again drives home how Sun's focus and ownership of its technology has created a great story. Sun is at the heart of a services-driven network. Demand is strong, so solid that we think UltraSPARC III-based servers might not be introduced until August/September. · Management outlined three points that should drive growth the next five years: creating massively scalable servers, collapsing middleware into the operating system, and providing continuous computing. Although Sun makes its money on hardware, software, especially Solaris, is its differentiation. As Solaris goes, so goes Sun. · Sun's move up market from workstations to servers/storage has been hugely successful. We think NT could be a problem for Sun in 2-4 years. We think Sun's valuation is justified. Our price objective is $105 per share or just over 100 times C2000 earnings.