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To: Stonehenge who wrote (17276)	2/8/1998 8:33:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 27012

Stonehenge--- SUNW for CPQ,,,,that is a tough one. SUNW MAY have a better upside in the REAL near term,,,but maybe I am hoping for a pullback in CPQ to reload at... and I believe you already have a ton of CPQ..... that is the toughest question I have had for awhile. I like CPQ better but not sure I would consolidate that diversity..sorry I am no help but I like them both. John

To: Stonehenge who wrote (17276)	2/8/1998 9:08:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 27012

If you are planning on holding for the long term, then CPQ is probably a better long term play than SUNW. SUNW has a lot of soul searching to do over the next few years. With MERCED about to hit we are seeing HP, CPQ, IBM, DELL, and even IBM moving toward a unified platform. SAP, SAS and others that sell enterprise based solutions that can run companies speak more and more about moving all their software to NT based platforms. NSCP and even ORACLE have hit rocky times. Apple is just kind of drifting. In short, SUN has no troops to rally. Sun's Lonely Battle washingtonpost.com Regards, Brian