SI
SI
discoversearch

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: spiral3 who wrote (19816)3/11/2000 6:27:00 PM
From: stomper  Read Replies (1) | Respond to of 54805
 
spiral3:

Thank you for the clarification. I spoke with Mr. Stanfield very briefly about revenue stream re neuron chips and received approxiamately the same answer. Unfortunately, my technical knowledge (or lack thereof), brought my already short time allowed with him to a screeching halt, <vbg>.

I was not privvy to the goal of more than .15 per node in revenue from ancillary hardware and software sales.

If I understand this correctly, and please correct me if I am wrong, not all nodes need to have neuron chips; however, all neuron chips would HAVE to have a node. Does this not mean that we are still talking about trillions of nodes in the future, re Dr. Oshman's comments of the trillion(s) of neuron chips he expects to be installed?

In close, uw's extrapolations could be correct, just mislabelled?

TIA spiral, for this and host of other informative posts re: ELON.

-dave



To: spiral3 who wrote (19816)3/11/2000 8:55:00 PM
From: unclewest  Read Replies (1) | Respond to of 54805
 
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.


spiral,
i agree it is the ID# that carries the fee...the last sentence of this post pretty clearly states where the ID# is located...i.e., on the neuron chip!...unless i am misunderstanding something.

i am not too good at semantics...i may be using a word incorrectly... the nomenclature is a bit trying. the words node, neuron and chip get kinda tossed around. see the slide info below. the last slide is pretty specific. i have all 123 slides so we can talk in much detail and probably should.

my understanding is that the ID# is the piece of info that the server must have to control a device or node or chip or whatever. if you want to turn on a light the light must have an ID#. if you want to turn on your heat, your furnace must have an ID#....
further...the system security is related to these ID#'s....your neighbor cannot call up his server and turn on your lights because his system does not know your ID#'s.
are you saying i got it wrong?

let me try to define terms according to some of the elon briefing slides. all of the following words are directly from elon briefing slides.

slide...a control network: a lonworks control network could include motion sensor, pc interface, tv, electronic ballast, IP client, dimmer switch, thermostst, HVAC valve, telephone.

slide...the i-LON: is the lonworks internet server that allows remote monitoring and control of devices.

lonworks network elements:
network server

remote client
sensors(nodes)
user interface
router
actuators(nodes)

slide...a lonworks PLT-22 node:
a power line node
neuron chip
plt-22 transceiver
coupling circuit
power supply
application electronics

slide...identify a device with its neuron ID

every device has a unique neuron ID
the neuron ID cannot be changed with software
the neuron ID is cast into the device's core processor, ***the neuron chip***, during manufacture

that last slide seems clear...what am i missing?
tia
unclewest




To: spiral3 who wrote (19816)3/12/2000 12:47:00 AM
From: rushnomore  Read Replies (1) | Respond to of 54805
 
Re ELON

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.

Spiral and Unclewest: I understand the above statement from the Echelon CFO to mean that the 15 cent fee covers their costs, and does not contribute anything to profits.

BTW, occasionally someone posts a message in which a critical word like "not" is left out, totally changing the meaning. I have always wondered how that could happen, and happen so often. But it just happened to me in this post. I caught it when proofreading my message before publishing it.