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To: John Stichnoth who wrote (19244)	3/2/2000 12:19:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

Very interesting John.. so basically a competitor threw up a white flag and capitulated at the sight of this merger. This is big. No one knows the market and competition better than the companies that are waging war on the turf everyday. If THEY believe WIND is the victor. Well... that speaks volumes. A thought - I knew Siebel had won the CRM war for sure when their #2 and #3 competitors allowed themselves to be bought out by other companies. #4 ran off to a safe niche to continue the fight. What is exciting for WIND is ... 1) They apparently are the lead horse in the market now.. by a much bigger margin than before AND the competition believes that as well (at least some of the competition). 2) This market could/should explode. The time is now for these "zillions" of internet devices. Hooking up "zillions" of 'things' to the net versus millions of people. The next tornado phase this thing called the internet (mother net) is about ready to step into. Exciting times.. and a bit scary. The net, in essence, becomes one all pervasive, world encompassing, real time, mass of humanity, things, 'intelligence' and control.

To: John Stichnoth who wrote (19244)	3/2/2000 2:34:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 54805

John, There are a few interesting SNDK developments... SIII/Diamond Rio! Developments Message 13026425 Digital Photography Killer Apps Message 13026346 New Paradigms in Film Developing Message 13026560 Pending Lexar Media litigation Message 13006716 Lexar Registration Statement (IPO) Message 12959222 Ausdauer (SNDK $111 5/8 post-split)

To: John Stichnoth who wrote (19244)	3/2/2000 7:14:00 PM
From: hueyone	Read Replies (3) \| Respond to of 54805

John, WINDS year over year top line revenue growth for the fiscal year just reported was 30%. This is good for most companies but probably not good enough for around here. Earnings were two cents below expectations. The company for now is saying they expect to grow the top line at least 30% annually going forward, but plan to update the guidance at the end of March. They also said revenue per design win is expected to increase as they offer more total solutions. Many of the markets Wind is selling in to are growing at a faster rate than 30%, but we have yet to see this translate in to WIND's top line and bottom line growth. Hopefully a faster top line growth will begin to appear some time in the near future. Regards, Huey