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To: Allen Benn who wrote (7677)	4/24/2000 1:41:00 AM
From: Snowshoe	Read Replies (2) \| Respond to of 10309

>>Your conclusion that I2O royalties alone more than justifies WIND's market cap appears valid, as strange as it seems.<< Allen, I'm skeptical. This kind of pie-in-the-sky projection just sounds too good to be true. WIND management has never revealed the exact language of the I2O contract with Intel. We know that WIND gets roughly $1.25 per I2O unit now, but will this hold up as Intel ramps production into the (hopefully) many millions? If I2O does becomes very successful, I can envision a situation where Intel drives down the unit price to promote adoption and thwart competition. If so, I expect WIND would have to share in the price-cutting.

To: Allen Benn who wrote (7677)	4/24/2000 2:05:00 AM
From: bythepark	Read Replies (1) \| Respond to of 10309

Allen - Will i20 play a role in the network management and switching software for optical networking? ie - In an all-optical network, where does a real time operating system like WIND's VxWorks/pSOS fit in ? I am asking because while you were silent, I noticed George Gilder's take on Optical Networking ... "A Death Foretold - Cisco and others that supply the telecosm will implode > ... if they don't embrace the all-optical network" > Message 12872633 --alan