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To: unclewest who wrote (17009)	4/30/2000 8:45:00 AM
From: im a survivor	Read Replies (1) \| Respond to of 35685

<<hi joel, i still like elon long long....but....>> I like elon also for the long term, but will not touch it for quite some time, if ever again. ELON hurt me more then any other stock during this last month or 2. I had been watching it, wanting to get on board, but it kept going up. Finally after crossing 100, the bullishness from a couple of very well respected folks on this board, led me to say screw it, and buy some ( I do not blame anybody...as I said, I had been watching and waiting to get in....and then over 100, when these folks started talking how strong it looked, I figured it was another qcom all over again....I sat out all last year til september waiting on it to dip before finally buying in at the high for that time...obviously, to date, the results with qcom were far better ). I grabbed some at $108, when the btalk was of busting thru 120 in a heartbeat and heading to $200 in the near term. Well, it dropped to 90, so like a smart camper, I bought some more....then again at 85, 75 and 65. Every share was covered to a point, but every share ended up having to get sold in the $30's to clean out some margin. Then of course LPTHA at $52, and then down to $25 a week later and rnwk at $72 down to $30's, and I was smacked hard.......but no doubt elon hit me the hardest and has left a very sour taste in my mouth. I wanted some revenge so I bought few calls a few months out and itm. However, after watching how sickly the stock reacted while the naz was going strong and then delving into their earnings report a little more, I have done a complete abow face. I sold my calls and have said good riddance to elon. Too many other safer bets that have jujst as much or more potential. Hell, those NTAP calls I bought at $14 on monday, were $28 or so within a day or 2. I think the pyscholgy has hit elon and it's gonna take a couple 2, 3 quarters, for them to EXECUTE, before I even consider it again. LPTHA....it's a weird one, but one I feel has something bigger then we know currently brewing. I had bailed on it in the $30's, but bought some back in the teens when I heard some potentially explosive news could be forthcoming. Great weekend to all

To: unclewest who wrote (17009)	4/30/2000 12:48:00 PM
From: Percival 917	Respond to of 35685

Thanks unclewest, I will definitely take into consideration what you and Keith have had to say on ELON. Later, Joel

To: unclewest who wrote (17009)	4/30/2000 8:40:00 PM
From: arthur pritchard	Read Replies (3) \| Respond to of 35685

uncle and joel: re: elon I asked a question relating to what elon calls "Network Integrators". They have 90 of these. I asked (pointedly):... that since it seemed to me that they were very much part of the elon "marketing effort", would he estimate how much of present elon revenue is generated by these "Network Integrators". The ceo said he had absolutely no idea, because they don't keep figures on this activity. I then said, that I find it hard to understand why he couldn't at least estimate a number. He hemmed and hawed, and said he didn't like me pressing for information, he does not want to give out. He said I reminded him of how George Quist would ask questions (which of course I took as a compliment). I began my question by restating figures he gave out earlier,in his answers to others. He said that 40% of their present revenues were from building construction activities. That another 30% of their revenues were from what he called light industrial accounts, and he gave as an example, "automating" the operation of a conveyor belt. So my question was, of that 70% of present revenues, HOW MUCH APPROXIMATELY was due to activities of the 90 independent "network integrators" they have established relationships with. By the way, I was trying to show, through my question, that they should have more internal control over their marketing operations. My gut said to me, during the meeting, that they have alot to hide. This is why I used the word slimy. He didn't feel real to me at all, and I think the whole attempt to automate the home is a bunch of bs. I think their statement that they are bringing the internet to real appliances in the home, is basically a bunch of bs, because there really is no crying basic need for what he is talking about. Not only is it an esoteric application, but he is attempting to market it through providers of electricity, which will never happen. You can, in my opinion, expect a highly "news flash oriented" management of echelon, with alot of volatility in the stock, until they get rid of the present ceo, in my opinion. I found him very evasive in general, and even I would say rude, to one of his key employees, right in front of everyone at the shareholders meeting. I found it relevant, that the portable microphone they were using, did not work. Can you believe that? Give me a break.