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

To: chaz who wrote (20058)	3/13/2000 7:14:00 PM
From: janet_wij	Read Replies (1) \| Respond to of 54805

chaz, Regarding your first question, I can't answer that one. Echelon claims at echelon.com to be a world leader in the control networks industry. Its versatile LonWorks© control network technology is well known to designers and manufacturers of equipment in every major category: factory automation, process control, building and home control, agriculture, medicine, and transportation systems. Echelon provides a full range of products and services to support the design, development, installation, and maintenance of control networks of all types. Echelon has wins in a lot of these categories. As far as which one would be the next, perhaps quicker opportunity, I will defer to others with more knowledge in this area. I think the transition to the networked home, both in America and abroad, concomitant with the growth of broadband is where Echelon seems to be putting its major emphasis. 2. Re published revenue forecasts. Couldn't find any published revenue forecasts. I relied upon two very excellent reports from the Motley Fool (howardroark and fenway78) who reported on the January 20 conference call. (You may read posts 2824 and 2827 on their Echelon thread) According to them, the following guidance was given. Sustainable gross margins: they felt safe with 60% as a baseline with some seasonality in Q1; they won't break out revenues by product; Ken Oshman is looking forward to a "good and exciting" year in 2000. 3. Significance of Motorola's exit-- the following is from Motorola's web site. Why is Motorola exiting the Neuron© Chip business? On 20 January 1999, Motorola Semiconductor Products Sector made the decision to transition out of the Neuron Chip business. After careful review, it was determined that the Neuron product line does not fit with Motorola's current strategies. "Motorola is transitioning from being an embedded silicon supplier to an embedded systems solutions creator," said Hector Ruiz, president of Motorola Semiconductor Products Sector. "This transition has caused us to discontinue a number of products that are inconsistent with our strategic direction. Now that we have helped the Neuron Chip to become a high-volume, standard product, we believe that the production of this device can be well supported by other semiconductor suppliers.... Motorola's decision to exit the Neuron IC business was based on internal business factors and strategic decisions and was not based on lack of growth prospects for the LONWORKS market. Motorola believes that the LonTalk protocol will continue to be a viable networking solution for the foreseeable future. mot.com Hope this helps. Janet