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To: Ramsey Su who wrote (27007)	8/7/2000 8:11:46 PM
From: oldirtybastard	Read Replies (1) \| Respond to of 42787

I think a problem is that before the 1 Billion or whatever the number is of Asians and Indians who don't have cell phones, computers, Internet businesses, etc can begin to purchase these things in a serious way, the US and European consumption of these goods will slow down (in fact, it may be slowing already or at least the market has begun to act like it wants to price this in). Also, with the dollar this strong, will these countries even be able to get to a point that they can help carry the valuations of many of these companies in light of the saturation in the West any time soon? How long will the 100 PE of SUNW stand up if growth goes from 40% to 35% to 30%? We might see alot of IOM, PSFT type flameouts.

To: Ramsey Su who wrote (27007)	8/7/2000 8:36:40 PM
From: dennis michael patterson	Read Replies (1) \| Respond to of 42787

Randy, I am sure that SUNW is NOT the Dell of yesteryear. The competition is too severe, and as Haim will tell you, SUNW is likely to lose Mkt share. My put play is just a volatility play. Nothing more. Last week it was calls, this week puts

To: Ramsey Su who wrote (27007)	8/7/2000 9:21:49 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 42787

Ramsey, the market has a way to cheer old news. SUNW was a great company 18 months ago, but not anymore. It is grossly overvalued but so was AMZN NOK and QCOM and WS was in love with those companies and prices just went higher. (others are MOT, LSI, TXN, LU ..... all great companies but at a lower price) Today WS is into manipulating stocks not really to analyse companies or their product. That is why A, CA, LU, NOK are were they are. Why has MER downgraded only now AMZN and EBAY ..... go figure. As to SUNW they do not own any meaningful patent on hardware or technology (and a lot of software they give away for free).Competition is in every field,Servers storage etc. from HWP, IBM who are proven better performers, CPQ proven better cost effective performer and even DELL. Dell will move big way into servers as that is their last choice. Then there are all those start-ups. WINTEL - WIN2K eats SUNW lunch in low and midrange servers. That is why SUNW filed a complain with the EU fear of WINTEL and WIN2K As to price see CSCO who also hit 160 (80) only to struggle now around 60 to 65.If comparing to CSCO SUNW is in much more competitive environment. BWDIK Haim

To: Ramsey Su who wrote (27007)	8/8/2000 6:11:00 PM
From: Mephisto	Read Replies (2) \| Respond to of 42787

I wonder if SUNW is the DELL of yesterday years. We believe Sun could become the next Dell if Sun would put its low end workstations into a box, and sell it in stores like COMP USA. The consumer would take it home and plug it in. SUNW already has STAR OFFICE so there is your software. HAIM has made some ridiculous statements about Sun's products. I don't have the technical expertise to answer them, but I'll try to get information from my husband. SUN gives away free software because it encourages programmers to write code to support the UNIX platform. Also, Sun makes money because the company not only charges for their products, but it also charges a fee for technical expertise. When you order a Sun workstation, it doesn't come with instructions. The owner has to set everything up for himself so that is why we would like to see a low-end Sun workstation in Comp USA. We think it would sell very, very well. Mephisto