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To: techtonicbull who wrote (114616)	10/21/2000 2:20:35 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Tbull, The last two quarters were unbelievable "blowouts". How about an increase of $500MM in revenues over comparable quarters. SUNW's 1st quarter results are why they should get a 200X PE or more. Is INTC growing that fast? Depends on what you look at. From what I saw, SUNW had less than 1% sequential revenue growth, June quarter to Sept. quarter. Their margins also are starting to come down. Intel had 5+% sequential growth and no reduction in margins over the same time. Sun also has the worst price/performance machines in the industry, not by a few percentage points, but by 3 to 1 on the average. And, they're no more reliable than Intel based servers. All the Sun myths are starting to vaporize. I can make a case just the opposite of yours, and it is that it could be Nova time for Sun. Tony

To: techtonicbull who wrote (114616)	10/21/2000 3:55:59 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Techtonicbull, RE: "If you look at earning acceleration then you would understand the unbelievable..." ---------------------------------- SUNW: Essentially zero sequential quarterly growth. INTC: More than 40% growth in Servers. IDC: Intel recently captured 56% of the Server market. Regards, Amy J