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To: James Connolly who wrote (7747)	5/8/2000 11:22:00 PM
From: Allen Benn	Respond to of 10309

James, great reference. I doubt either NT or Alcatel will struggle much with the Tornado/VxWorks reference platform for IBM's network processor. Both companies already have standardized on VxWorks. WIND's strategic relationship with NT was announced awhile ago. As for Alcatel, I had heard through the grape vine that the day the WIND/ISI merger was announced Alcatel issued a company-wide directive shifting new developments from pSOS to VxWorks. A few weeks ago I found myself on the bullet train from Brussels to Paris, talking to an equity research analyst from London. He and his buddies had just attended an analyst confab in which Alcatel demonstrated exotic, connected devices, with the message that the stodgy old company wasn't stodgy anymore. The particular device shown to analysts consisted of a video camera with a split screen that connected automatically to the Internet permitting one's relatives and friends to communicate and view the display in real time. What's more, the company made it clear there were many similarly neat things in development. Of course I pressed him about the OS in Alcatel's devices. He said Alcatel ducked questions about the OS, saying it was premature to discuss the composition of a pre-production device. I said it clearly wasn't CE, because it wasn't branded. I told him that the company that supplied the software was the company he needed to own. At that point, his anxiety was such that even the bullet train must have seemed slow. In Paris, he rushed from the train, no doubt to start the in-depth investigation that I knew would lead to WIND. It looks to me like WIND has much of the post-PC world sewn up. By any measure, Tornado/VxWorks really is the OS of the Internet. The value-add that is destined to follow from this exalted market position will be as mind-numbing as are the number and variety of smart devices being connected. Allen

To: James Connolly who wrote (7747)	5/9/2000 12:14:00 AM
From: lkj	Read Replies (2) \| Respond to of 10309

James, You are the man! Now we have all of the big boys --Motorola, Intel, and IBM using our software. If I remember correctly that when IBM swapped its networking division to Cisco, Cisco agreed to buy, something like, $2 billions worth of networking chips from IBM. If this is still in place, Cisco is faced with WRS everywhere it looks, which makes me wonder, why is Cisco buying these other potatoes for billions of dollars. Fidler once said that WRS is for sale at the right price. I hate to speculate on this, but it is becoming ever more clear that Cisco HAS to buy WRS to keep its networking leadership. ........ But will Intel let it go? ........ And what about the other verticals WRS is in? Though attractive, it's hard to imagine anyone buying the whole WRS and keep everything. If anyone, Motorola is probably the only guy who can keep everything, but we don't want Motorola to buy us, do we? Khan