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

To: the hube who wrote (18839)	2/26/2000 7:02:00 PM
From: stomper	Read Replies (1) \| Respond to of 54805

John, with all due respect (of which I have a great amount for all on this thread having lurked for several months), what part of Echelon's business is in the "trial phase" and "a couple of years away from reality"--building controls? TIA, -dave

To: the hube who wrote (18839)	2/26/2000 7:36:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

If you do, I would recommend that you watch it very carefully I sure will, john! I now spend 3 to 4 hours a day on line watching the market and chatting here. I am so spread out the putting 5% of my Portfolio into ELON is not too risky as long as I am willing to ruthlessly "pull the trigger" at the first sign of trouble. I think the immediate upside is about 200 also, and would probably profit take at that point.

To: the hube who wrote (18839)	2/27/2000 12:55:00 PM
From: konabound	Read Replies (1) \| Respond to of 54805

I agree with you John. The list of companies that have adopted Lonworks for SOME of their products has been impressive for years. Their relationship with Cisco was announced over a year ago. It appears to me that most of the latest action on ELON stock has been based upon PR rather than ongoing business. The press presentation at Markula's Little Theater in November was a start and it was certainly impressive, but even then they were talking about projects in the works. The publicity around CES fed the fire even more. The announcement that they are A ANSI standard, (and I repeat, they are A standard, not THE standard) has helped them too. There are many other pins to knock down to move them from Building Automation where they are now to Home Automation. I agree that it is a hot stock, and bound for more glory and some more sorrows too. I just get a little nervous about a company that offers this much spin.