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

To: Mike Buckley who wrote (18862)	2/27/2000 1:50:00 AM
From: stomper	Read Replies (2) \| Respond to of 54805

RE: Gorillas, risk & ELON. I have followed this thread for a while now and enjoyed every post. Just this evening I started in on TRFM, and it became apparent in short order that Echelon is not yet at all a Gorilla. "The Gorilla game takes no bet-on-the-come risks". Having a very large psoition in this stock makes that hard for me to say, because without reading the FM I felt certain it was a Gorilla. ELON will remain in the medium- risk section of my portfolio, and happily so. I am working on DD in a very intriguing company that I hope to present soon to the thread. Until that time, I ask all, what have we with ELON? Some sort of mutant Godzilla <vbg>. -dave

To: Mike Buckley who wrote (18862)	2/27/2000 2:54:00 AM
From: janet_wij	Read Replies (1) \| Respond to of 54805

Mike, I purchased Echelon back in February of '99 and delayed selling it for tax reasons. A funny thing happened while waiting to sell. I decided to subject this to GG analysis, and liked what I saw. An open proprietary standard, a discontinuous innovation, a growing value chain, and a bonus: outstanding management with a proven track record. My downside risk is minimal, as my cost basis is $11.75/share. No, Echelon is not a gorilla. But I do agree with blan who suggests in post 18794 that Mr. Oshman and company have executed what looks like a stealth crossing of the chasm. This in an era where every high tech company worth its salt is acutely aware of the tenets of gorilla gaming. Echelon's navigation thus far has been masterful. They could still screw things up, so I'm watching real close with an exit strategy at the ready. Re Carrier: The ASHRAE paper talks about proprietary protocols that require a gateway to convert one proprietary protocol to another and concludes they may be "difficult to maintain. In the future, the most common use of gateways will likely be to connect existing proprietary protocols to open standard protocol systems...." (my emphasis) A final note re Carrier and proprietary networks. I found a description of their idea of networking and it doesn't sound too palatable in this era of open interoperable systems. The paper may be found by doing a search under "networking" at this URL. test.carrier.com Janet