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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: the hube who wrote (18842)2/27/2000 11:44:00 PM
From: chaz  Read Replies (1) of 54805
 
John,

I'm in agreement with you on ELON's current relationship to the building industry. Ten years of my life were spent talking to building product manufacturers, and I can tell you from that experience that they have a hard row to hoe selling new products to builders.

Until stuff like this hits the mainstream "shelter" magazines like House Beautiful, consumers won't know diddley about it, builders won't be asked about it, so they won't offer it because it just adds to cost in a market the low bidder wins. Architects may know early, but being specified now might only mean it'll be installed when the building, which breaks ground two years from now, gets into the final phases three years from now.

Still, we should teach one another about ELON, so I feel a HUNT report is entirely appropriate. Watching the stock like a hawk, for those who get in, is also appropriate.

Chaz
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