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To: rushnomore who wrote (19851)	3/12/2000 1:47:00 AM
From: spiral3	Respond to of 54805

rush: Elon's management has been quite clear that they do not expect node ID income to be a material part of their profit model. I think that you are correct in assuming that the 15c per node ID is not a profit center for them One thing that was stressed to me over and over again in my conversations with them was the huge amounts of time and money that were spent in developing LonWorks, and the intensity with which the company is focused on making LNS the operating network std. It seems to truly be managements opinion that no one is anywhere near even close to offering a competitive product, not only in hardware but also in a variety of software implementations. Given the slow adoption rates typical in their industrial markets, imho they are executing a brilliantly conceived business model and are first, by far, to market with this technology. If something new were to come along, and I don't believe it is right now, how long would it take for it to be endorsed by Cisco, Sun, Honeywell, Germany, Finland etc etc etc.