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To: gdichaz who wrote (942)	3/12/1999 9:39:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 5853

Care to elaborate why? Note: This is not a comment on SUNW as an investment. My concern is why is SUNW considered a telecosm company. There are lots of companies that make fine investments that are not telecosm companies, but SUNW was included on the strength of Java. I'd like to get a better understanding of why Java so elevates SUNW given the obvious fact that SUNW is not going to be able to extract monopoly rents from the technology for much longer.