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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Jeffry K. Smith who wrote (15535)	4/20/2000 5:38:00 PM
From: Clappy	Read Replies (4) \| Respond to of 35685

Their competition that I can see comes from the industrial automation end. Siemans is very big in this area along with a few others. Philips sticks in my head, but i'm not sure. Just from the products I come in contact most often, I'd say Siemans has a strong hold in this department just because of the years of having their products inside many of these automated machines. There are also a lot of Japanese components in being used. I'm not sure what could give ELON an edge here. What prevents these companies' machines and components from connecting to generic servers. I'm not sure what makes Lonworks' system special? I need more info in this area. I wouldn't think it would be difficult to get any chip or component to communicate to a computer. It's already being done on a grand scale with today's machinery. From Lasers cutting shapes into steel, robotic welders knowing where to put the welds, etc. all come from commands sent to it from the LAN computers. I've run fiber optic cables to some of these machines 10 years ago. This isn't new technology. Where I see ELON strength is in the internet appliance dept. To have a network where a huge commercial builing can keep tabs on it's elevators, HVAC (air conditioning), security systems, lighting, etc. This is where I see the first jump in ELON's revenues. After that we will see homes connected to their system. I doubt it will require hard wiring. It will most likely be wireless or X10 technology, like I explained in an earlier post. I'm still not sure what prevents others from entering this field. Unless there are exclusive contracts being made up. Being that they have a huge jump on any competition, it helps. They have big name investors as well. !st to enter a market usually stands a good chance of being the leader. I need to do a lot more research. If any of you have answers please fill me in. Where are the two Uncles? -Clappy