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To: dennis michael patterson who wrote (30650)	9/21/2000 9:54:40 PM
From: dennis michael patterson	Respond to of 42787

SUNW news B of A Conference: Sun Touts Its Communications-Related Business By Tish Williams Senior Writer 9/21/00 7:53 PM ET SAN FRANCISCO -- John McFarlane started off his tale of the rising Sun (SUNW:Nasdaq - news) by taking off his jacket. It was a little too hot for suit coats in the Ritz-Carlton meeting room here, and Intel (INTC:Nasdaq - news) had just thrown some water on the red-hot investment rocks by preannouncing lower revenue figures to come in the third quarter. Banc of America Securities computer analyst Kurt King gave the executive vice president of Sun's Network Service Provider business a thankful introduction. "It sure is nice to not just be covering PC companies on an afternoon like this," he said at his firm's investment conference. But McFarlane could've just as easily be sweltering from the tungsten glare of media spotlights after his company's announcement this week that it would pay $2 billion in stock to acquire Cobalt (CBLT:Nasdaq - news). McFarlane shrugged that the media had thoroughly picked over the acquisition, leaving little for him to reveal about Sun's entry into the low-end server-appliance market. And so he delved into his favorite subject: Sun's rising business in the service-provider market. For those of you who thought Sun was purely a supplier to the Exoduses (EXDS:Nasdaq - news) and Digexes (DIGX:Nasdaq - news) of the world, McFarlane reminded the audience that telephone companies are moving their class 4 and class 5 switching software and functionality onto relatively cheaper Sun boxes. McFarlane boasted that Sun has nabbed 70% of that market, displaying the burning passion all tech companies seem to feel for the communications business. After few revelations, McFarlane gave the jittery audience a joking reminder, "We're still the dot in 'dot-com'," he smiled. "But we're also the old in 'old economy,' if the dot-coms don't make it."

To: dennis michael patterson who wrote (30650)	9/21/2000 9:55:00 PM
From: adcpres	Read Replies (1) \| Respond to of 42787

<edit>Thanks. In scanning the AH quotes, I am surprised the downside is fairly shallow on PMCS, CIEN, JDSU, etc. Actually, the drop is no more than we have grown accustomed to over a typical volatile day. ciao Check this out. I found it in the INTC discussion group. Think these people might have some motive?? >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> To: tejek who wrote (110634) From: Condor Thursday, Sep 21, 2000 8:51 PM ET Reply # of 110673 Rec'd via e-mail: Subject: Date: Thu, 21 Sep 2000 17:45:56 -0400 From: "Olivier Asser" <info@stock-operators.com> Organization: Stock Operators.com To: <Undisclosed-Recipient:;> STOCK OPERATORS PROJECTS A 300-500-POINT CRASH IN THE NASDAQ TOMORROW. CONSIDER SELL ALL LONG-TERM HOLDINGS.