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To: Allen Benn who wrote (8020)	6/27/2000 3:19:00 PM
From: James Connolly	Read Replies (2) \| Respond to of 10309

Allen, In Gilder's May issue he seems to agree with you that intelligence and lots of it, belongs at the edge of the network. To paraphrase: "The router market will continue to grow but be pushed to the edge of the network. This will cause not the reduction of the market but a huge expansion of it. They will be needed at the edge of the network (in greater numbers) to handle the very flood of optical data that is driving them out of the core of the network" Regards JC. PS. Good article on Cisco/Cerent. Message 11131240

To: Allen Benn who wrote (8020)	6/27/2000 5:01:00 PM
From: bythepark	Respond to of 10309

Allen, Thank you for following up on my question. I had deduced that given the nature of packet switching, there would be an on-going need for intelligence in the form of software ... and I was hoping that WIND was going to be meeting that need and always be where the 'rubber meets the road' so as to speak :) Consider your IOU - (much more than) "Paid in Full" --alan

To: Allen Benn who wrote (8020)	6/28/2000 11:00:00 AM
From: jghutchison	Respond to of 10309

Allen, Your referenced post is getting a lot of well deserved attention. I found it on Frank Coluccio's thread, and on the SI and Yahoo Ciena threads as well. I happen to agree with your thoughts on optical switching and have posted similar commentary, although not nearly as eloquently as you have. A fantastic job. Congratulations and thanks. Jack Hutchison PS: Optical networking grossly overshadows semiconductor growth (Moore's Law), but the prospects for edge access make make even this phenomenon pale. Especially when 10 G Ethernet comes alive.

To: Allen Benn who wrote (8020)	6/29/2000 2:17:00 PM
From: Anthony Ettipio	Read Replies (1) \| Respond to of 10309

Alan, all - - let's put on our thinking caps. How should we best analyze these recent actions by insiders??, to wit: 19-Jun-00 ADDIEGO, JOSEPH Affiliated Person 101,000 WIND Proposed Sale (Form 144). Estimated proceeds of $3,992,621. 16-Jun-00 FRASER, DAVID G Vice President, Engineering 17,082 WIND Proposed Sale (Form 144). Estimated proceeds of $649,116. 8-Jun-00 KRABER, RICHARD WILLIAM Vice President Finance 50,000 WIND Proposed Sale (Form 144). Estimated proceeds of $1,924,375. 7-Jun-00 RICHARDS, PETER J Officer, Vice President of Sales 20,000 WIND Proposed Sale (Form 144). Estimated proceeds of $771,250. 7-Jun-00 KRABER, RICHARD WILLIAM Vice President, Chief Financial Officer 20,000 WIND Proposed Sale (Form 144). Estimated proceeds of $770,000. 7-Jun-00 BOESENBERG, CHARLES M Affiliated Person 65,000 WIND Proposed Sale (Form 144). Estimated proceeds of $2,507,499. 6-Jun-00 BOLGER, JOHN Affiliated Person 55,200 WIND Proposed Sale (Form 144). Estimated proceeds of $2,139,000. 6-Jun-00 KRABER, RICHARD WILLIAM Vice President, Chief Financial Officer 40,000 WIND Proposed Sale (Form 144). Estimated proceeds of $1,552,500. 6-Jun-00 BOESENBERG, CHARLES M Affiliated Person 15,000 WIND Proposed Sale (Form 144). Estimated proceeds of $585,000.