Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (19761)	3/11/2000 4:26:00 PM
From: unclewest	Read Replies (2) of 54805

In sum, I will go back to what Merlin said about when the right time to invest pre tornado is, "when the news makes it obvious that the tornado will form"(sorry mike if thats not exactly how you said it). To me the fact that Carrier and Trane are abandonning their proprietary systems that were so precious to them and incorporating Lon into every device and piece of equipment makes it obvious to me that a tornado will form without doubt. I immediately doubled my position in Elon when he left. 100, i have enjoyed your skepticism about elon...your industry knowledge has been very helpful to me in my own research on elon. thank you for continuing to do dd and sharing it with us. i remember your earlier posts about various companies not wanting to give up their proprietery control systems for various reasons that you carefully explained. i consider trane's capitulation to lonworks to be important, especially following honeywell. i consider your capitulation to be monumental....much more than LB's announcement that he bought some cree... :o) i know how hard you looked and worked at this...i will increase my elon position on monday. thanks, unclewest

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