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

To: Robert Jacobs who wrote (18613)	2/24/2000 12:01:00 PM
From: konabound	Read Replies (1) \| Respond to of 54805

Lonworks is definitely used by many of the building control components in the industry, but it is not the only protocol used. BACnet as an example is used by every major Building Automation Control company in the industry, including Honeywell, Trane, Alerton, Delta, Johnson Controls, Automated Logic, and Siemens. Some of these firms such as Honeywell and Trane use Lonworks for some internal data communications yet still also incorporate BACnet for interface to other devices. ELON could acheive Gorilla status someday but they have an large number of pins to knock down before they succeed. They certainly have not knocked down the commercial/industrial buildings pin yet and process manufacturing are moving off in other directions, primarily Ethernet. I certainly don't imagine that Allen Bradley, Seimens and Schneider Electric moving to Lonworks. Now that Lonworks is one of the ANSI approved protocols and users can develop Lonworks into their system without going to Lonworks, then where does ELON get their money? Even with their installation tools, others are working around it. I agree that ELON has significant potential. And the cooperation of SUNW, CSCO and MSFT certainly adds to their credibility. But most of the growth this year has been based upon the promise of home automation rather than the reality of existing building automation.