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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: TREND1 who wrote (1921)4/24/2000 4:38:00 PM
From: Zeev Hed  Read Replies (1) of 3076
 
Larry, I see you have an interest in ELON, a lot of my cyberfriends urge me to take a jump in it, but I spent a good time over the weekend looking at their site, their products and their balance sheet, and I have difficulties getting extremely enthused about it, except as a trading vehicle going with the hype.

The product are not so unique and with such barriers to entry that if a market for domestic computerized households develops, others with greater resources could not enter. The industrial process control arena has historically been a graveyard for many companies (too much custom work to make any money).

So someone, help me with a good simple argument why I should be interested in this company?

Zeev
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