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


To: spiral3 who wrote (24863)5/16/2000 6:01:00 PM
From: drew_m  Respond to of 54805
 
RE: ELON
Thanks so much for your post.
A week or two ago there was a post regarding ELON and their lack of IPR. To say that it had me concerned was a bit of an understatement. Your post has clarified what I had previously thought to be true.

Elon has created an open standard that requires the use of ELON IPR to use the technology to the fullest

Thanks again,
Drew



To: spiral3 who wrote (24863)5/17/2000
From: kumar  Read Replies (2) | Respond to of 54805
 
Spiral3, re Echelon :

If I understood your post correctly (and please correct me if I misunderstood) :

- Lontalk (the protocol) is IPR without fees/royalty
(ie free).
- LonWorks products that utilize Lontalk are not free.
- there is nothing stopping XYZ company from using Lontalk
to make their own "Lonworks competing product(s)"
- Echelon has "time to market" advantage because of their
knowledge of Lontalk better than others (today)

Is the current "knowledge of Lontalk" by Echelon the only reason they are able to establish a value chain ? what if tomorrow (or 5 years later) the value chain competes with Echelon in developing competing products, because by then they too would be skilled in the Lontalk protocol ?

If my understanding above is correct, "time to market" (aka execution), as the only advantage, does not appear to me to be a characteristic of a primate. rather it appears to be a characteristic in a royalty play.

comments ?

cheers, kumar