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

To: BDR who wrote (19149)	3/1/2000 3:02:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

Dale I am very early in my DD concerning these two companies but thought I would reply as best I could. From what I can see WIND and ELON address two different market places. WIND's goal is to "to "Become the leading provider of reliable, innovative software solutions for connected smart devices." i.e. they provide a tool set whereby developers can easily program and imbed these instructions onto the chips themselves. WIND's toolset drastically speeds up the 'time to market' for these developers. In short WIND allows developers to create the software instructions and imbed these instructions directly onto the chips. WIND is a software play and thus a gorilla environment. WIND, with it's alliance with ISI is now gaining 'critical mass' in the embedded software market and is beginning to be touted as the market leader with "over 1000 design wins in the fourth quarter alone" . Their revenue model appears to be based on a royalty type of fee versus a license model. I am still researching this and WIND in general. ELON's LONWORKS is the open network that will allow all of these 'devices' to be networked together and connected to the net in general. I am still very early in my research and Unclewest can provide more info but here is my take... WIND is the software that will imbed the code directly onto the chip. ELON is the network that will tie all of these internet devices together. They address two different markets but will be fueled by the same massive tornado that is tieing zillions of devices - of every form an fashion - to the internet.