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Technology Stocks : Echelon Corporation (ELON) -- Ignore unavailable to you. Want to Upgrade?

To: hueyone who wrote (1765)	4/8/2000 12:31:00 PM
From: Lone Star	Respond to of 3076

My faith about blowing away the .19 forecast comes from my dd, and Echelon's mgmt. history of being ultra-conservative, almost to a fault. Echelons revenue stream comes from servers( just now shipping), transeivers, software, etc. -the "glue" of the connectivity. We will listen to the next conference call very closely, guidance now that the servers are shipping may be enlightening- hope so. At ~$1500 a pop, shipping in the we believe thousands, for the first time echelon has a full compliment of product line, and of course the server has the highest ASP. All margins are at 60% the company informs us. Now, it also appears the market is really developing fast, for commercial usage. Witness Trane's announcement, Honeywell, etc. and the move of the entire industry to the LonWorks open architecture is real, and rapid. Funny, I'm a pessimist ( I say realist, my wife says pessimist)by nature. I;m not taking anything for granted, one's dd has to re-evaluated constantly, too much rapid change in the world. But yes I have never been so high on an emerging company ( a ten year old overnight sensation!!)based on their markets and their unique position to capitalize on said markets. Finally, you're right, a lot of people don't crunch the numbers. Insane but true.