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To: James Connolly who wrote (5310)	5/22/1999 4:58:00 PM
From: Erwin Sanders	Respond to of 10309

"I2O tends to be over estimated in the short term but way under estimated in the long term". This comment from Jerry Fiddler also made an impact on me. I wondered what he meant by "way under estimated" - Allen Benn like expectations? I was disappointed at the shallow level of questioning by the analysts, who seemed to be reluctant to probe. (The ususal ones such as Raj Gollamudi, Sheila Ennis, seemed to be absent.) For example, nobody asked directly when Tornado for MS is now expected to be launched, although an indirect comment was made that it would be available at the end of Q2 (which means July). Questions could have been asked about this product that Wind seemed so excited about in the previous CC, that might give further indication of the market interest. There was also no mention of the postponement of the Developers' Conference, either by the analysts or by Wind management. Questions could also have been asked about the most important qualities Wind was expecting of its future CEO. Hopefully Wind's apparent new emphasis on educating a larger audience about what it does will attract a better class of analysts. Erwin

To: James Connolly who wrote (5310)	5/22/1999 5:27:00 PM
From: Erwin Sanders	Read Replies (2) \| Respond to of 10309

Cisco Systems Joins Future I/O Developers Alliance to Help Shape the Future of Data Center Networking Friday May 21, 3:16 pm Eastern Time Company Press Release SAN JOSE, Calif.--(BUSINESS WIRE)--May 21, 1999--Cisco Systems, Inc. (Nasdaq:CSCO - news) today announced it has become a promoter in the Future I/O Alliance, an industry consortium for creating new input/output (I/O) standards for server-to-server and server-to-storage communications. Other Future I/O promoters include Compaq, Hewlett-Packard, IBM, 3Com and Adaptec. The Alliance's goal is to develop open standards that will help enterprises and service providers scale application servers to handle increasing traffic from electronic business and Internet customers. The standards address key issues of improving reliability, availability, and scalability over current I/O networking technologies. ''We are excited about the potential of the Future I/O standards to integrate the best of I/O and data networking,'' said Frank Maly, director of marketing for Cisco's InterWorks Business Division. ''Future I/O is more than just a PCI replacement. It is designed to interconnect servers, I/O devices, and efficiently connect to existing IP networks for client and remote I/O access. We look forward to using our internetworking skills to further develop the Future I/O specifications.'' Future I/O Developers Forum The next Future I/O Developers Forum will be held on May 25, in Santa Clara to share the progress of the Future I/O specification. The final Future I/O specification will be released later this year. For additional information or to register for the meeting, visit the Future I/O Web site at futureio.org. About Cisco Systems Cisco Systems, Inc. (Nasdaq:CSCO - news) is the worldwide leader in networking for the Internet. Cisco news and information are available at cisco.com. Note to Editors: Cisco, Cisco IOS, Cisco Systems and the Cisco Systems logo are registered trademarks of Cisco Systems, Inc. in the U.S. and other countries. All other trademarks mentioned in this document are the property of their respective owners.

To: James Connolly who wrote (5310)	5/24/1999 9:47:00 AM
From: Peter Church	Read Replies (1) \| Respond to of 10309

I listened to the CC and I am impressed with a couple of things: Jerry Fiddler is getting good at making a pitch to investors. They are getting it that they need to proactively tell the WRS story and they are doing a great job. Jerry described the Internet as one huge embedded system. Now that the plumbing is in place, it is really ready to explode out into the Post PC era. The Post PC market will reach $3 Trillion as opposed to $0.5 Trillion for the PC market. (I'm not sure of the time frame here) WRS's goal is to become "THE leading supplier of software in the Post PC era." No modesty here. All activity is directed to providing software for the Internet infrastructure (Routers, Switches, TMS) and/or Internet appliances (which he described as a very young market where innovation is rampant). This IS an Internet Company. Anyway, the CC is well worth listening to. It made me want to put more money into shares here and for the long term.