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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (15139)	1/15/2000 7:33:00 AM
From: blan	Read Replies (2) of 54805

Re: elon I think there are two sides to this coin worth looking at -- the "smart home" and the "smart factory." The industry and/or military applications of Lon Works would probably ramp up first and faster and offer more revenues, but the consumer side will draw the headlines -- a powerful combination should this field develop into a full-fledged tornado. Elon's vision is an intriguing one and worth watching, imho. My concerns when I looked them over some time ago were 1) vague revenue streams, 2) the lack of apparent broader applications for industry other than the one or two being touted, and 3) tornado very distant. On the other hand, one of the many satisfying points of gg is the time frame: should elon show gorilla tendencies, there will be plenty of time to jump on board. Q: Does anyone know if Cisco, an early supporter of elon, is using Lon Works in their "home routers" or any of their other home products?

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