Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: garyx who wrote (14965)	1/12/2000 7:17:00 AM
From: unclewest	Respond to of 54805

Their "neuron chip" -- which is critical in every embedded device that will make this technology work -- is not built by them but is licensed to Cypress, for which they get a royalty. They also sell the routers, interfaces, tools, etc, to build and maintain the entire system. If this technology takes off, they may become a king. Right now it's merely a bet, whether good or bad, a far cry from other companies farther along in the gorilla game. garyx, I agree ELON is exciting and I am watching it closely. I think I mentioned previously that in my first life, I traded ELON often. I think we will see ELON's being named the ANSI standard a week ago as the chasm crossing and may allow them gorilladom. ELON has knocked down 3 pins...MSFT, SUNW and CSCO. They may not need any more imo. I share your enthusiasm and believe ELON may be wildly successful. Pre RTFM, I would have bought a position when ELON was designated the standard. I didn't because I don't have a handle on how long it will take to get mass acceptance of the products and I have never been able to get a good handle on the potential revenue streams. As I understand it the ELON system has to be built into appliances and buildings. That is a bit more elaborate than buying a cell phone. The ANSI standard is huge. It virtually assures that every architect will recommend the system. But when does that start to produce revenues is my question. unclewest