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To: Judy who wrote (9950)	11/20/1998 12:13:00 PM
From: carolyn walder	Respond to of 34811

Judy - As you point out - it tis the market, rather than the company that I too have my concerns over. I think that everyone is expecting the Santa CLaus rally and January effect this year and then...watch out. I am concerned that it is too predictable. I am hoping that WIND will not be too affected if the market tanks in the next few months. As you pointed out it had held up (except for the mini-crash to 28 over accounting rumours) in September. I chose the FEB month and 30 strike (deep enough to minimize premium) because Ron Ablemann stated in the last CC that I2O would contribute in the 'low to mid-single digit millions in earnings this FY (ending 1/99). This translated to ~ 6-10 cents not currently factored into estimates. So the FEB earnings report looked pretty safe to me... Meanwhile I has hoping to capitalize on the volatility short-term. I will post on the CC after I have a chance to listen. [Not like the old days when you could listen in directly!] Take Care, Carolyn.

To: Judy who wrote (9950)	11/23/1998 9:50:00 PM
From: carolyn walder	Respond to of 34811

HI Judy - This is a belated response to your request for info from the WIND conference call. It was summed up very nicely at: www3.techstocks.com and www3.techstocks.com My impression: no splashes, just the same old, predictable spiel. The tone of the conference call was ho hum - I don't think that analysts were expecting any kind of slow-down, but their services revenues were decelerating, reportedly because of a downturn with the semis. However, they expect to more than make up for that in the next quarter and FY2000 with the accelerating run-time revenue, including I2O. It appears that the ramp-up in I2O will really begin with the next quarters' report (i.e., the 'low to mid-single digit millions' will materialize). Thus, I would expect the stock to really ramp up before the next earnings report. Meanwhile, dead meat (unless of course they announce a 3 for 2...). Take Care, Carolyn p.s. I'm glad that Ron is the CEO and not the PR guy!