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Technology Stocks : Echelon Corporation (ELON)
ELON 21.88+10.1%Oct 6 5:00 PM EST

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To: Makahadan who wrote (1219)2/29/2000 8:58:00 AM
From: William Peavey  Read Replies (1) of 3076
 
NetSilicon is a company that boldly stated in their SEC 10Q that Echelon was their competition. ....Hey Mister, can I be your competition, huh? Puleeze?

Recently they decided to plow more money into the R&D that others (read ELON) have decided to do first, and now project that their earnings will decline for two years!

eLONgs think NSIL and ELON are apples and oranges, but we got his Remora kind of stuck to us, looking for scraps.

WE expect Echelon to show profitability this quarter or next, with continual announcements of new partnerships and opportunities. ELON is a news-driven stock, and I think will remain so long after earnings kick in. The reality is Echelon invented and patented the LonTalk protocol, and has no competitors, only licensees and customers.

This is more subjective than quantitative, but has worked really well for me.

Bill
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