The October PUR states: Access Rights for External Users under the Server/CAL Licensing Model
With the 2013 versions of Exchange Server, Lync Server and SharePoint Server, we are consolidating the right for External Users to access the server under the server license assigned to the server on which the software runs. There will be no 2013 version of the External Connector License or SharePoint for Internet Sites. Other existing products will continue to offer separate External Connector Licenses or require CAL for access by External Users. You should refer to the Product-specific license terms for the product you have licensed, to determine what the licensing requirements and/or options are for that product.
Does anyone know what the thinking is behind this? Will it mean an increase in the price of Exchange, SharePoint and Lync 2013 Servers? An Exchange 2010 External Connector costs about 70 times the cost of a Standard Server license, which is equivalent to about 740 Standard CALs. With SharePoint the difference in cost between Server & SFIS Standard is relatively small (little more than double), equivalent to 70 Standard CALs.
As I read the new PUR External Connector licenses are no longer required for external users who require Standard CAL functionality, though Windows External Connector licenses will still be required for users authenticating via Active Directory. External users requiring access to Enterprise functionality will require both Standard & Enterprise CALs.