greater detail on ELON conference, and a TA tidbit on QCOM
first, today was a failed attempt to take down theQ
we closed where we opened, a bullish reversal from much lower level
in JapCandle parlance, got a "hammer" or "doji star"
running out of bad hair day allocation on this mother of all techs
now more details on ELON from conference notes:
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main customers now, primarily Europe
- Merloni (Ita), wash/dry appliance
- BGPT (Neth), wiring devices with switch & controls
- Vattenfall (Swd), meter reading, fault monitor, energy usage analysis & itemization
- SILD (Fran), power mgmt, alarm, metering
- Phast, audio/visual, lighting, security, intercom
- Detroit Edison, time use pricing
- Seven/Eleven, 7300 stores, power, lighting, HVAC, 10% savings
- British Airways
- Bellagio (Vegas), magnificent water fountain control, 1175 jets, 6200 lights, water show, using fiberoptic free topology subnets
- NYCity Transit, door, PA, signs
- BART rapid transit in SFArea
LONWORKS is an open free standard control network
- flat peer to peer architecture that consolidates connections
- allows multivendor support for bestinclass appliance products
- e.g. dim switch, TV, security, PC, thermostat, motion sensor, fire sprinkler, yard sprinkler, variable air volume, door gate phone, circuit breaker, elevator, weather station, washer, dryer, light systems/displays, camera (pan, tilt, zoom)
- full circle evolution of customers: first residential, then commercial, then comm customers' residential businesses
ELON has something seriously missed by MSFT's UPnP and Sun's Jini competitive products: networked control in an end to end solution from source computer system to end appliance device
Jini detects LONWorks and its devices
ELON practically runs the MSFT UPnP Steering Committee
UPnP = Universal Plug 'n' Play
standards body is OSG, Open Services Gateway, which allows service providers tomeet device mfrs
- Cisco has been a LONWorks partner for 18 months
- jointly develop LONMark standard for integrating LONWorks and IP networks
- pursuing joint developmt of standard LONWorks interface module
ELON licenses mfg of neural chips, silicon to software semiconductors
- currently Toshiba and Cypress, with Motorola listed but recently dropped (according to UWest)
ELON has a product called "i.LON" internet server box
principal bugaboos: signal noise, attentuation, distortion
- noise from picking up static along the way
- attention from gradual loss of signal after traveling a distance
- distortion from actual change of signal upon arrival
*** ELON products have remarkable detection capability of 1/1000-th of original signal strength
ELON designs API (application program interface) for companies to design devices atop
- enables backbone in design
- tremendous simplication for vendors to take advantage of
- akin in my mind to replacement of old telephone circuit switching networks fully dedicated with links... by a solid network backbone highway for ease of device addressing
LONMaker for Windows
- allows integration of preprogrammed function blocks
- for system design, installation, maintenance of configuration of devices
- PCMCIA, ISA interface, remote modem
- key purpose is to EXTEND CONTROL REMOTELY OUTSIDE THE HOME
- extracts database from devices in recoverable fashion
- employs neuron id's burned into devices (48 bit, 5 digit, via service PIN)
- uses Visio Stencils, a common emerging standard
- allows "wink & test" for configurations and displays
- navigate GUI tree to find point of data conversation via Dynamic Data Exchange (via point & click within MSWindows)
- ELON transceiver uses Wind River Systems embedded software, as does the great majority of configured devices
WILL SPAWN AN ENTIRE NEW SECTOR BUSINESS OF HOME SERVICES
no competition for complete IP platform enabling device monitor and control
- network, communication, basic blocks
- needs follow thru on supporting cast of vendors
- to date 1500 products, 10 million installed devices, 4000 companies
why did the internet take off when Ethernet and TCP/IP were around?
answer: killer app Netscape browser, HTTP protocol, fast modems, all combined in the mix to force evolution, liftoff
in home appliance market, LONWorks, ELON transceiver, and neural chips should facilitate the evolution, liftoff
ELON speaker implied the growth rate of their business was astronomical currently and in near future
- also stated flatly that all technical challenges have been solved, with remaining challenges all standards related
we saw a demo of ELON Palo Alto Demo Room, with lights, shades, etc
- PC altered the scene remotely, as did a cellphone!!!
anyone who wishes to help defray my costs of $400, much appreciated (ignoring gasoline, flat tire, Peppermint Patties, V8 Splash, and several hours time)
so far 4 people with $25 each have coughed up, looking for 16 in all
ELON investors most appropriate to help
I own no ELON stock shares
anyone else willing to drop $25 my way, please PM
anyone who objects to my nonprofit practices, stuff it
thank you very much
intrepidly, Jim Willie Classic Beemr |
