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To: BlueCrab who wrote (15505)	9/4/1999 4:19:00 PM
From: Sector Investor	Respond to of 42804

Also from Kaka: Nice writeup on Linux Router, including a picture. A couple excerpts: "With two WDM modules in the OSR8040, 35-km link spans are allowed into and out of the router. Using this design, it becomes possible to build either a star or ring MAN topology, based on the location of fiber in the network." "According to Kathryn Korostoff, president of Sage Research Inc., most enterprises may shy away from Linux-based routers because they prefer a "set-and-forget" operating system. However, telephone companies and Internet service providers are another story. "These are the customers that can benefit from writing their own software, allowing them to offer differentiated services," says Korostoff. "What carrier wouldn't want a programmable routing platform that would allow it to optimize network performance or create value-added services?" With a proprietary operating system, users are restricted from adding new applications and features to their products. With Linux-based equipment, customers can access basic block functions and develop new applications. From specialized quality of service applications designed for specific network needs, to enhanced security or web caching, use of open-system software makes the OSR8040 switch router a standout platform. These benefits are responsible for a new trend in which networking customers will begin to seek out open operating system platforms that enable modifications to features, applications, and eventually the operating system itself." lw.pennwellnet.com

To: BlueCrab who wrote (15505)	9/4/1999 4:32:00 PM
From: Sector Investor	Respond to of 42804

Embedded in that article you posted from Kaka is this graph: I'm just making sure no one misses this - quite awesome. No one vendor can fill this need. All we need are above average products to have plenty of sales, and I think that's what CW is building and also what Nbase-Xyplex has in Linux router. Keep in mind that sales of these products run to 6 and 7 figures each. Linux router bases at $300,000 and Aranea quoted a $1.3-$1.9 million figure in one of their articles, but probably not a base config number. Think about that graph and what the sales potential is here. Also remember that sales of MetroFusion could also drive sales of these routers. I will say again that EPS in 2000 is going to go WAY up. phoneplusmag.com Oops, I see Kaka provided a separate link too. I should have checked them both out first. Oh, well, extra highlighting of that graph won't hurt.