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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (18862)2/27/2000 2:54:00 AM
From: janet_wij  Read Replies (1) of 54805
 
Mike,

I purchased Echelon back in February of '99 and delayed selling it for tax reasons. A funny thing happened while waiting to sell. I decided to subject this to GG analysis, and liked what I saw. An open proprietary standard, a discontinuous innovation, a growing value chain, and a bonus: outstanding management with a proven track record. My downside risk is minimal, as my cost basis is $11.75/share. No, Echelon is not a gorilla. But I do agree with blan who suggests in post 18794 that Mr. Oshman and company have executed what looks like a stealth crossing of the chasm. This in an era where every high tech company worth its salt is acutely aware of the tenets of gorilla gaming. Echelon's navigation thus far has been masterful. They could still screw things up, so I'm watching real close with an exit strategy at the ready.

Re Carrier: The ASHRAE paper talks about proprietary protocols that require a gateway to convert one proprietary protocol to another and concludes they may be "difficult to maintain. In the future, the most common use of gateways will likely be to connect existing proprietary protocols to open standard protocol systems...." (my emphasis)

A final note re Carrier and proprietary networks. I found a description of their idea of networking and it doesn't sound too palatable in this era of open interoperable systems. The paper may be found by doing a search under "networking" at this URL.

test.carrier.com

Janet
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