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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (19535)	3/8/2000 5:04:00 PM
From: unclewest	Read Replies (2) of 54805

BB, since you mentioned elon....... i attended a 3 hour briefing on elon last week...i posted some of what i learned on the elon thread today...maybe it is appropriate to put it over here too. unclewest marathon motor coaches are now using lonworks to control all on-board electrical systems. i understand the reduction in wiring is nearly 50% and a big reduction in installation time as well. also BART in san francisco and NYC transit are now using lonworks for new cars. apartments being built by sild (a schlumberger sub) use lonworks. panjo uses lonworks. 7300 7/11 stores in japan were retrofitted with lonworks..key benefits 10% energy reduction per store, 30% reduction in development costs. the bellagio hotel fountain and water show is controlled by lonworks. i have dozens of other examples...a few are: vattenfall in sweden apartments in france detroit edison a 2,000 home project in laredo british airways 6 building campus white conveyors palux coffee machines italian and korean appliance mfr...not the high end either. lon is going into the mid priced appliances. i wanted to mention the wiring...in new apps twisted pair is the way to go. but upfitting is also possible. in europe powerline products are in production and available for 220v. transition from 220v to 110v is easy. also important...no neutral is required for these. i understand some 50% of existing light switches in the US have no neutral....rewiring will not be necessary. 110v receptacles and switches are not available yet...but should be soon. i saw the leviton lon switch. it does fit a standard electric installation box. the PLT-22 transceiver and lonworks will work in 99.7% of homes in the USA. as of 18 months ago all 4,100 electrical contractors and 250,000 electricians in america are getting training on lonworks through partnership with NJATC(IBEW/NECA). there is a lonworks interface card for set-top boxes. teknema (a sub of bpt) is making the boxes now...should allow control from the tv. interaction is simple with software plug-ins...lonmaker for windows is great...you learn it once for everything. interesting that the devices have an LED...more business for cree :o) dept of energy and dept of defense have projects on-going using lonworks. summary over 4,000 companies developing with lonworks platform. over 1,500 products available...now. international standards recognition EIA/ANSI and others. interoperable platform...supported by over 250 lonmark members. proven solution...100's of installations and csco blessing. large and growing integrator channel. competition...there is competition at each layer...BUT echelon is the ONLY complete end-to-end solution.

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