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To: Mike Buckley who wrote (19173)	3/2/2000 4:06:00 AM
From: unclewest	Read Replies (1) \| Respond to of 54805

I should give myself a good slap across the cheek for not determining the EPS excluding one-time events, especially considering how often I've advised people around here to do that. But even if excluding the one-time events does smooth out the EPS trends, there's a point that if there are so darned many one-time events throughout the life of a company, they should be considered regularly recurring events in and of themselves. Either way, the EPS for Wind has been unbelievably erratic. The timing of any investment I'd make would require tornado-like growth in revenue not yet seen and/or reason to believe that revenue consistently increasing at a faster rate will indeed drop down to EPS with a comensurate degree of consistency. i agree with you. but, in wind's case the one time charges are quite significant and relate to the purchase of exact and router ware last year. that is over...and wind is about to merge with integrated systems (their primary competition) this year... wind allegedly has some 1000 new and very recent design wins. i believe those wins and the merger activity will translate to revenues and earnings beginning now. i may be a bit early again...i accept that. i did not bet the farm....just a barn. when i read the post that hp printers use wind, i had to chuckle. now that i am looking at wind, i am beginning to see it everywhere. reminds me of LEDs last year. perhaps john or someone can catch this conference call today and provide more detail. i will be in a meeting. A teleconference and webcast to expand upon this new strategy will occur at 2:30 CST. The phone numbers for the teleconference are (U.S.) 888/593-6346 and (outside the U.S.) 706/634-2244. The URL for the webcast is videonewswire.com. unclewest

To: Mike Buckley who wrote (19173)	3/2/2000 10:21:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Mike, Re erratic earnings and Wind-- Check these out: 1995 .27 1996 .15 1997 .56 Pretty volatile, eh? Oh, those are QCOM's numbers. :o) (Point being that EPS prior to the tornado are not particularly important. The fact that they are profitable is). Best, John

To: Mike Buckley who wrote (19173)	3/2/2000 8:45:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 54805

Either way, the EPS for Wind has been unbelievably erratic. The timing of any investment I'd make would require tornado-like growth in revenue not yet seen and/or reason to believe that revenue consistently increasing at a faster rate will indeed drop down to EPS with a comensurate degree of consistency. Mike I feel this is due in part to Wind's low gross margin of 14%. I love everything I've read about the company here but the 14% gross concerns me. Can any of the Wind sponsors shed some light on the prospects of increased gross margins going forward. 100