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To: James Connolly who wrote (9297)	3/6/2001 12:15:15 PM
From: peter grossman	Read Replies (1) \| Respond to of 10309

We know product license revenue by backing out royalties, but do we know the number and value of product licenses in producing royalty streams? Is it possible that WIND provides incentives for product purchases offset by, or in exchange for better royalty terms? -Peter

To: James Connolly who wrote (9297)	3/6/2001 1:54:19 PM
From: Allen Benn	Read Replies (1) \| Respond to of 10309

You say the product license revenue number for Q4 has slowed a little. What kind of number would you expect with no economic slowdown ? I put in a placeholder for splitting up product revenues into product license fees and runtimes for FY 2000, and then made the MISTAKE of looking at growth rates as if my entries were reliable. Consequently, I had runtimes growing year-on-year at 97% when they probably didn’t. This means product license revenues may well have grown faster than I thought previously, giving a more balanced set of figures than the ones on which I based my observations. No doubt WIND performed better (i.e. balanced) than I indicated. It was a flat-out great quarter for WIND. Thanks for questioning my post. BTW, from now on we will be able to have concrete growth figures on runtime versus product license revenue. While we have to be careful not to rush to judgment about trends with each quarterly report, trends will start to become evident over time. Allen