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To: GVTucker who wrote (115338)	10/31/2000 11:25:21 PM
From: rudedog	Read Replies (2) \| Respond to of 186894

GV - the attitude of both the SUNW investors on the SI thread and of SUNW management seems to me to be remarkably similar to the attitude of DELL management a year ago - which in turn reminded me of the attitude of CPQ management in 1997. I held on to my CPQ too long, but did substantially reduce my DELL position when it was still close to 50. I have now reduced my SUNW position by 90%, selling a chunk every time the stock gets close to 120. A year ago, I believed that SUNW was selling on the perception of architectural dominance in the internet space. I say the PERCEPTION because in fact there was nothing particularly innovative in SUNW technology, only in their marketing, which was first rate. But I think their string is about played out. They have bet the farm on a centralized architectural approach which will, in my humble opinion, lose to the distributed approach because the internet is itself inherently distributed, and the scale required for a centralized model (not just processor horsepower but also bandwidth and connectivity) is already being outstripped by an internet in its infancy. It may take a while, but the party's over for that model.