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: chaz who wrote (18933)	2/28/2000 9:59:00 PM
From: Dinesh	Read Replies (1) \| Respond to of 54805

Chaz LonWorks is not tied to home or building management. It is a general purpose data capturing, monitor and control architecture that has application is many areas. I have seen some papers re. usage in Railroads and in (industrial) plant control systems. Neuron is their architecture. Cypress, Toshiba, (Mot) do their own chip design etc and can add features to it. So, its not even fabless, but a step better. It also collects for handing out the node ids. These are 48 bits in length, same as an ethernet address which does not look like a coincidence. Royalty game. Echelon also has some remote monitor software. It is hard to tell if this must come from Echelon but doesn't seem that way. It's basically a rule based engine. Some of the papers that present LonWorks applications: ednmag.com coactive.com Home market: I am not so sure. If their love for a countless number of remote controls is any indication, they love diversity in everything in their homes. Imagine! So it seems like all signs of a gorilla in making are here. There is a proprietary, open architecture, with high switching costs. Now, to see if Echelon follows the path leading to gorilla-dom and just squanders away the oppty. These days we price stocks a few years out :-) so while the game guidelines are the same, the implementation must adapt. That means buying and selling sooner. All IMHO. Regards Dinesh