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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: akmike who wrote (51247)5/6/2002 3:19:46 AM
From: EnricoPalazzo  Read Replies (1) of 54805
 
Hi Mike,

Thanks for the very informative bit on Echelon. I have a couple of questions:

Do you know why cash flow from operations has been so negative of late? Any reason to expect this to turn around?

The italy thing is certainly good news. Do you expect similarly large announcements in the US (nothing wrong with foreign markets of course, but I find american ones a bit easier to understand)?

Do you expect competition to eat into sales of the LONworks products? In what way is the technology protected from competition?

Thanks
Ethan
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