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


To: unclewest who wrote (15084)1/13/2000 6:24:00 PM
From: konabound  Read Replies (1) | Respond to of 54805
 
Where is Lonworks mentioned in the GE announcement? Afterall, Microsoft has been working with others on home and building automation also. Obviously due to the rise in ELON today I am guessing that this PR had to do with ELON but concerned that no mention. Lonworks is not alone in this market either as can be seen from this press release.

emware.com

Also, Lonworks background has mostly been in building automation and more recently has been picking up more in the home automation, especially with the recent release of the iLON for Internet access. And of course any company that has a good association with CSCO, MSFT and SUNW is in good company, and I hope that they are able to follow through. Have seen a few false starts from ELON in the past and have been looking for when they will latch onto some real growth. Will be watching them more in the future.



To: unclewest who wrote (15084)1/13/2000 9:10:00 PM
From: MARK BARGER  Respond to of 54805
 
UW, according to Harvest (wise Yahoo poster) Cree's SPO is priced at 85 1/8. Which happens to be the closing bid price today. Also heard it was oversubscribed by 3:1. So, CREE could be interesting to watch on Fri. to say the least. They will have over $300 in cash just burning a hole in their pockets. I assume they will have to wait until the quiet period is over before making any announcements.

Mark



To: unclewest who wrote (15084)1/13/2000 10:14:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
unclewest,

The settlement is often stated as when QCOM became a gorilla. Was QCOM in a tornado when the settlement was reached or did it come after?

Based on my interpretation of the worldwide CDMA subsctiption data, the tornado began one year before the Ericsson settlement. The tornado continues as we type.

--Mike Buckley



To: unclewest who wrote (15084)1/13/2000 11:16:00 PM
From: chaz  Read Replies (2) | Respond to of 54805
 
I wonder....is this "house of the future" stuff for real.
Most refrigerators I've seen are a mess...will people actually begin to store things in proper places, and thereby allow the ref to "make up" your shopping list, which you can then zap to netgrocer.com....and so on. This begins to seem pretty far fetched to me....as in, I left a burner on, and I can turn it off with my pc from work. Come on, why not just put a sensor in the darn thing like the lights in my car? Digital light bulbs that tell me they're about to burn out? Heck, the last time it happened to me, the burglar tripped the alarm and still got away with my stuff before the cops got there!

I'm sure there will be someone here who can tell me what I'm missing.