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To: Stonehenge who wrote (12671)	11/1/1997 4:57:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 27012

Stonhenge---- If CPQ goes lower I will not be able to pass. As I have more than enough I shall concentrate on AMAT and SUNW. From these levels I still believe they will see the old highs in 98. SUNW does not need JAVA as it is not in their bottom line at all so the MSFT thing is a zero--- and JAVA will survive anyway. SUNWs products are still moving out the door. Both of these companies should keep strong earnings into 2001, MINIMUM! With the new chip size coming on strong in 99 anyone thinking they can compete with the big guy must be building plants in 98,,,,AMAT is the only company that will keep them competive. So if CPQ becomes a gift instead of the currant steal I shall go for more,, meanwhile AMAT and SUNW. JOHN