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rachelelise

08/11/03 4:55 PM

#5496 RE: cmf #5493

CMF

There is more than one distribution channel and targeted market. The recent PR focused on the inclusion of a CD within the PC packaging when it is shipped. I suspect 4th quarter timetable has to do with shipping. This recent siting on the website is targeted to people who already own the PC and thus would not be getting the CD in a package. What we have not yet seen is any reference to this on the IBM website (I believe this is coming despite LHF's laughter) and the referral of existing corporate customers to Wave for enterprise solutions. I think the latter is where the material sales including network support (premium services) will occur.