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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BDR who wrote (20356)	3/17/2000 10:28:00 AM
From: konabound	Read Replies (2) of 54805

ELON Competition In the industrial automation arena direct Ethernet interconnectivity is rapidly growing. Five years ago you would occasionally find some devices that could interface to Ethernet. Now you can't pick up a trade journal without finding an article on the subject. Two of the major players in this market (as seen in the article) are Rockwell (Allen Bradley) and Siemens (Profibus) Allen Bradley has been pushing for Ethernet now for over a year. They really emphasized the Ethernet in their Industrial Automation show in Long Beach last December. Most of their new PLCs have capability. Profibus jumped ahead of Fieldbus in the announcement of Ethernet capability over a year ago at ISA show in 1998. Other players have been promoting Ethernet too, including Modbus TCP and ControlNet. And even Microsoft with OPC has been promoting it in the industrial automation arena. There are two other Industrial Ethernet organizations that formed in 1999 that are rapidly writing new specs for this market. Ethernet is definitely the future for industrial automation. Lonworks has is currently only a secondary player in the industrial automation market and has a long ways to go to catch up with the others here. In Building automation Ethernet is also gaining ground rapidly. ASHRAE finished the specs on BACnet TCP last year and more companies are getting into it. Ethernet is both competition and in many ways opportunity for Lonworks. It is competition in that it has made it easier for open protocols for others to link together, but it also has greatly increased the market overall. And with iLon and other activities I believe coming out, Lonworks most likely will not let this opportunity slip by them, particularly in the building and home automation markets.

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