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To: James Connolly who wrote (5441)	6/10/1999 3:28:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 10309

Jim: I agree with a lot of your points but the market is indicating something is not right. My take on I2O is with two competing standards it will be similar to the 56k and 56x modem. Until v90 was agreed to the market stagnated. While WIND may benefit from either standard we may not see significant royalty until there is one standard. IBM's time frame for NGIO is the 2nd half of next year. This might have something to do with WINDs price. JMO Tim

To: James Connolly who wrote (5441)	6/10/1999 3:34:00 PM
From: Erwin Sanders	Respond to of 10309

<the number of I2O devices will only increase over time> and let us not also forget Jerry Fiddler's comment on I2O that it is one of those things overestimated in the short-term but underestimated in the long-term. Erwin