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To: Bill Fischofer who wrote (857)	12/2/1998 2:27:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 5853

I'm not sure I understand your point. Any company that makes & sells computers is a hardware company. The reason SUNW is NOT DELL or CPQ, is because they write & publish software that helps sell the hardware. They don't break out revenue streams by hardware & software, but it seems clear that Solaris 7 is the reason their E10000's sell so well, and the reason why Merced won't. Looking at trailing earnings isn't going to show much from Java. You need to project into the future. Yes, fat servers will be a big part of the picture. So what??? Customers will buy them because of Java applications, so Java will help enhance the sale of servers. SUNW isn't some screwdriver company like all these pc resellers, they are really a solutions company, not unlike IBM. The revenue from TCI won't be a notable % of gross, but it does show demand for embedded Java, and will be one of the early big victories SUNW can use to leverage better deals for the future. Don't be just a naysayer, Bill. We'll both have to see what happens, but I'm betting that Java is going to be the product that puts SUNW over the top. cheers, cherylw