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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: George Gilder who wrote (949)	3/13/1999 12:38:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 5853

Very true, however to date Java has not made any material direct contribution to SUNW's bottom line. Do you have a timeframe in which you expect it and/or Jini will begin to do so? Will this be in the form of license revenue or things like PicoJava chip sales? In the meantime, isn't SUNW's traditional hardware box business just as vulnerable to the "system on a chip" disruptive threat represented by other telecosm companies like NSM and LSI as are their peers in the box business? Thanks for your insights. Always enjoy your postings as well as GTR.