SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: spiral3 who wrote (24863)5/17/2000
From: kumar  Read Replies (2) of 54805
 
Spiral3, re Echelon :

If I understood your post correctly (and please correct me if I misunderstood) :

- Lontalk (the protocol) is IPR without fees/royalty
(ie free).
- LonWorks products that utilize Lontalk are not free.
- there is nothing stopping XYZ company from using Lontalk
to make their own "Lonworks competing product(s)"
- Echelon has "time to market" advantage because of their
knowledge of Lontalk better than others (today)

Is the current "knowledge of Lontalk" by Echelon the only reason they are able to establish a value chain ? what if tomorrow (or 5 years later) the value chain competes with Echelon in developing competing products, because by then they too would be skilled in the Lontalk protocol ?

If my understanding above is correct, "time to market" (aka execution), as the only advantage, does not appear to me to be a characteristic of a primate. rather it appears to be a characteristic in a royalty play.

comments ?

cheers, kumar
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News