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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()	1/13/2000 7:43:00 PM
From: garyx	of 54805

upnp.org MSFT provides the software, ELON the architecture and GE the appliance ELON seems to be in a great position here, with the ANSI standard and what seems like an entire new industry wrapping around it.... apparently, they get a small royalty on neuron chips but make their money on the tranceivers that every device needs to communicate. They also license the software that allows the system to work -- I believe -- but I need to do more research on their agreement with Microsoft. It's an open proprietary system with massive consumer appeal. No, the tornado hasn't started, but the advantages to the system is clear -- energy savings, additional control -- business advantage is obvious and consumer market seems inevitable. Is this a "royalty game?" or a true "infant gorilla?" Their patents on the architecture would seem to make them a classic gorilla. But then again, what do I know? Im a newbie here, heheh... Tornado Watch in effect. GaryX

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