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To: Joseph Colombo who wrote (3535)	5/6/1998 4:45:00 PM
From: Jay Lowe	Respond to of 9236

What does AWRE licensing have to do with the central office side, I'm wondering? I'm trying to make a case for where the money's going to go. For example, if... - client-side modems are commodity items - AWRE getting royalties on host-side - LU controls 60% of central office hardware then that's a lock on a WHOLE LOT of host-side connections. My questions would be ... - what are terms of AWRE licenses? - are they standard (probably not) or vary by licensee? - what are specific terms of LU license? - will the licensed technology be used in host-side adapters? - what is LU's projection of host-side adapters? I guess where I am heading is that the LU deal may have very disproportionate advantages to AWRE revenue because of LU's market share on the upstream side of the connection. I just don't know enough of the facts ... any insights, boys?