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

To: Stcgg who wrote (2295)	6/7/2000 10:55:00 PM
From: KW Wingman	Respond to of 3076

PNGA and ELON are like apples and oranges. There is a lot of room for winners, PNGA may be a winner. As I see it, PNGA is only a play on the Mickey Mouse - home market. PNGA and ELON are not really competitors. PNGA may do ok but is dependant on retail consumers buying their box for $1900 bucks (after they give away a portion of those bucks to their partners). PNGA has to navigate a long rough road ahead before they have a chance to win in their own space. In my way of thinking, ELON represents that Mickey mouse market PLUS what is really important, the industrial market. The winner of the industrial market will determine who wins in the Mickey mouse market. The industrial market is huge. If ELON dominates in just one Industrial application such as eliminating electric meter readers, it will be a big winner.