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To: cheryl williamson who wrote (855)	12/2/1998 7:33:00 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 5853

Is there a revenue figure associated with that deal? Here's my point. Consider the following excerpt from SUNW's most recent 10Q (available at sec.yahoo.com ): Net revenues were $2,491.2 million for the first quarter of fiscal 1999, representing an increase of 18.7% over the corresponding period of fiscal 1998. Sun's products net revenues increased by $308.2 million or 16.7% to $2,156.1 million over the corresponding period of fiscal 1998. The growth in products revenues resulted primarily from strong demand for workgroup, enterprise and departmental servers and to lesser extent, the Company's storage products. Sun's net revenues from services increased $84.3 million or 33.6% over the corresponding period of fiscal 1998. The increase in services revenues is primarily the result of a larger installed product base due to increased product unit sales, as well as increased revenues associated with Sun's professional and educational services. What you see here is a hardware company with a small services kicker. Software is a footnote. Java is a footnote to that footnote. Can it become anything more? If Java is all about "hardware drag" then we're just walking down the "commodity fat server" path.