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To: Allen Benn who wrote (2452)	11/22/1997 1:36:00 AM
From: Richard Karpel	Read Replies (1) \| Respond to of 10309

>>>As the end of a quarter draws near, a customer may hold out for a sizable discount or special treatment, believing that the salesperson and the company desperately need the sale to make estimates.<<< We saw this happen with Ascend this summer, when an analyst reported that the company reduced its prices on certain products just to make the quarter. I'm not sure if Ascend made this move in response to customer demands, or if the management just lost their cool. In any case, the stock took a hit when the analyst went public, and then took another hit when the company missed its numbers in spite of the fire sale. One thought I had after reading F. Foos' post and your post: Analysts must love WIND, because the company makes them look good by eliminating the near-term risk of a faulty estimate. Actually, it's surprising that more analysts don't follow the company. Would you mind expanding on your I2O channel-stuffing comment? Is there something inherent in the product that creates the need to rush excess inventory to market? Or is this just a standard computer industry marketing technique for the introduction of a new product?

To: Allen Benn who wrote (2452)	11/22/1997 1:55:00 PM
From: quelicious	1 Recommendation Read Replies (2) \| Respond to of 10309

Allen, As usual, your post was informative and clear. I liked your idea of breaking out the I2O run-time royalties, but see a potential downside. WIND clearly feels that keeping the lid on certain specific information is a strategic necessity, including royalty schedules. Wouldn't the separation of this stream allow anbody to use INTC's shipment numbers and WIND's I2O revenues to back out the per chip $ amount? Thanks for your continued guidance as to the developments at WIND and in the embedded systems space overall. Darryl