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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: janet_wij who wrote (13812)	1/1/2000 10:44:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Does anybody remember the conversations we had a few internet years ago about how there weren't going to be any new companies (opportunities) coming to our attention? Thanks, Janet. Your post is exactly why, when some talking head tries to scare the wits out of me with his forcast of doom, dollar devaluation, interest rate increases...I just tune 'em out.

To: janet_wij who wrote (13812)	1/1/2000 10:46:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

Hi Janet Echelon is on my radar for about a month. Never moved because I have no weeds to pull from my garden to plant new seeds. Most interested in your presentation. Voop

To: janet_wij who wrote (13812)	1/2/2000 1:34:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

janet, Ken Oshman was referred to as a man ahead of his time. My concern: has his time finally arrived? I've seen four or five mentions of home networking and embedded technology in home appliances over the past month. You can reduce your risk dramatically by investing according to the manual's edict that we wait for the first pin in the bowling alley to be knocked down before we invest in apps and that we wait until the start of the tornado to invest in enabling technologies. Based on your description, my guess is that it is an enabling technology. Generally, there are not many enabling competitors. I think the home network management space will prove to be an exception. --Mike Buckley

To: janet_wij who wrote (13812)	1/3/2000 12:43:00 PM
From: Dinesh	Respond to of 54805

Janet Greetings for the new year. >Ken Oshman was referred to as a man ahead of his time. For a very long time, I should add. I remember hearing about Echelon and it's wireless switches (1P1T kind, for home lighting, fixtures etc :-) over 10 years ago. It sounded AWESOME then too -- you could change the switches to match the mood, much like them swappable fake nails nowadays. Or carry the switch with you. etc. etc. Like someone once advised long ago: to avoid buying a bad stock in good times. -Dinesh