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To: Redman who wrote (8800)	10/22/2000 3:24:24 PM
From: Jim Kos	Read Replies (1) \| Respond to of 9068

In general I agree with your sentiments Redman, however you state that "The great thing about Vertigo, is you will have to install metaframe to enjoy the full richness it will provide apps over small devices" My understanding is that Vertigo does not currently utilize ICA so I do not see how this is going to drive Metaframe sales in the future. Vertigo also appears to be great technology but questions I have are how come they not aggressively marketing it and also how are they going to maximize revenue from what is essentially a development tool. I also believe that 4q might be a bit premature for a significant ramp up of Win2k associated revenues. Remember that for them to recognize revenue using paper licensing the product must be installed and setting up the infrastructure for Win2k is no trivial task. Thoughts?