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To: unclewest who wrote (19814)	3/11/2000 5:10:00 PM
From: KevRupert	Respond to of 54805

uw: Thanks for your analysis & information. I can understand it completely, and appreciate all of your efforts. Now if elon can stay at its current price until Monday morning... Again, thank you.

To: unclewest who wrote (19814)	3/11/2000 5:52:00 PM
From: spiral3	Read Replies (3) \| Respond to of 54805

unclewest: Elon's revenue stream - clarification Thanks for your further input. I have also directly confirmed with Elon management that Wind is complementary, not competitive technology. I do not feel qualified to comment on Elon's position in GG metrics, however I feel that clarification of Elon's revenue stream is required. This is a question I asked Chris Stanfield, Elon's CFO, via email. Is the biggest revenue stream derived from the payment received for each node ID? And his answer No. The way it was explained to me in a phone call was that if they divided the revenue derived from software and hardware sales by the # of nodes, they were aiming at getting a gross return of more than 15c per node. This would appear to be a phenomenally huge revenue stream. Furthermore, I understand that the admin fee does not relate to the Neuron Chip per se, but rather to the node ID. Each LONWORKS node has a unique 48-bit ID. Echelon will administer these IDs. Licensees will pay Echelon, or at Echelon's option, the LONMARK Interoperability Association, US $0.15 per ID assigned. This fee covers the cost of administration of licenses and assigning ID numbers. There are no other costs. Note that it is possible for the node to not contain a neuron chip. Another question to and answer from Mr. Stanfield. Does every Lon certified device/system contain a neuron chip(s) by definition? I do not know what you mean by "Lon certified device/system." If your question is whether every node that runs the protocol must use a Neuron(r) Chip, then the answer is no. The reason for this being that the protocol can be placed onto other more powerful chips if required. All of the following quotes, and the quote above re: node ID admin fees are from: echelon.com The Neuron Chip, with its processing power and architecture, has historically defined the limits of a LONWORKS application's space. With the protocol now portable, these limits are eliminated. Now, if you have a legacy processor with enough spare cycles, you can run the LONWORKS protocol on it. Or if you need more performance than what the Neuron Chip offers, you can choose a more powerful processor. and What processors can and cannot be used? Is there a certain class of processors that you recommend? We think a processor such as the 68360 would be a good start for high performance needs. Of course, you can choose any processor you like; the license imposes no restrictions.

To: unclewest who wrote (19814)	3/12/2000 1:26:00 AM
From: GOPbabe	Read Replies (2) \| Respond to of 54805

Hi UncleWest, Been lurking on this board for awhile and have some questions about Elon's biz model that I would like to ask you. First of all, it is my understanding that the iLON server is $1200 not $400. Could you please direct me to where you found the $400. price? Second, from what I have gathered from listening to management, the .15 licensing fee or administrative fee is negligible and shouldn't really be figured as a revenue maker because it such a meager amount. Third, I am confused...Is Wind OS and LNS one in the same, or are they two different operating systems? I listened to Oshman speak On Bringing The Internet To Life and he said the Elon OS is LNS. Could you please clarify this for me. I really enjoy this board and thank you for any answers you can give me. Kind Regards, Merylee