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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: the hube who wrote (18839)2/27/2000 12:55:00 PM
From: konabound  Read Replies (1) of 54805
 
I agree with you John. The list of companies that have adopted Lonworks for SOME of their products has been impressive for years. Their relationship with Cisco was announced over a year ago. It appears to me that most of the latest action on ELON stock has been based upon PR rather than ongoing business. The press presentation at Markula's Little Theater in November was a start and it was certainly impressive, but even then they were talking about projects in the works. The publicity around CES fed the fire even more. The announcement that they are A ANSI standard, (and I repeat, they are A standard, not THE standard) has helped them too. There are many other pins to knock down to move them from Building Automation where they are now to Home Automation. I agree that it is a hot stock, and bound for more glory and some more sorrows too. I just get a little nervous about a company that offers this much spin.
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