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To: peter grossman who wrote (8951)	12/22/2000 5:02:51 PM
From: James Connolly	Read Replies (2) \| Respond to of 10309

Peter, Wow!!!, excellent site. I particularly like the photo of the pond, a nice touch. One question, on the summary page the total royalties for FY 2001 are around $24 million. In Q3 FY 2001 (last reported quarter) WIND earned $25.9 million in royalties. I therefore assume that the combined lily pond royalties are only those royalties over and above the royalties from WIND's traditional business. net-gain.com Thanks JC.

To: peter grossman who wrote (8951)	12/22/2000 8:16:56 PM
From: Ramsey Su	Respond to of 10309

Peter and Allen, thank you both for one top notch job. I guess we all know what is on the agenda for our three day weekend - crunch those numbers!!!! Ramsey

To: peter grossman who wrote (8951)	12/22/2000 10:03:53 PM
From: JPitcairn	Respond to of 10309

Thank you Allen and Peter for the tremendous effort in putting this valuable resource together. I am an individual investor who learned about WIND thru the Gorillas & Kings thread and established a starter position in WIND when the Bluetooth relationship was announced, even though the tornado (100% YOY revenue growth) has not officially formed. My vision of a future of connected smart devices convinced me of WIND's tremendous opportunities. Although I lack the technical knowledge of most thread participants, I will be happy to contribute when appropriate. Thanks again for your generosity. Regards, Jeff

To: peter grossman who wrote (8951)	12/25/2000 12:30:53 PM
From: Mkilloran	Respond to of 10309

Peter ...great job on the future revenues projections. One area that I think you have underestimated is settop boxes...only 3 million for 2001. Compared to cable modems with the same number for 2001. Settop boxes are being stalled at a rate 3 to 1 to cable modems. Vendors like SFA are growing capacity by 100% in 2001 to 5 million units, many more consumer electronic companies are entering the settop market, Sony, etc.. Today MOT is leader. Here's a survey of USA Interactive TV market which requires settop boxes to be installed before these services can be launched: As an example AT&T's TCI cable will have close to 3 million settop boxes installed by 12/31/2000 and are expected to start ITV trials in Jan 2001...followed by ITV launch across their network later in 2001. Time Warner is installing at a rate of 45,000 a week. Interactive TV Households (in millions) 2000 2001 2002 2003 2004 2005 iTV Households 1.0 5.2 11.6 19.9 29.8 41.1 Source: The Strategis Group, Inc. Worldwide there are over 1 billion TV's that will migrate to digital services over the next 10-12 years..external settop boxes today, intergrated settop boxes/digital tv's in the future.