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

To: Lone Star who wrote (2360)	6/24/2000 1:05:00 AM
From: KevRupert	Respond to of 3076

Wind/Elon: (I posted this earlier on the gorilla thread; ignore the wind discussion - it is discussed on the gorilla thread on a regular basis). I received my Value Line tonight. I was surprised to see Echelon & Wind River Systems as newly covered stocks in the newsletter. They are listed in the newly formed "Wirless Networking Industry". Elon: "...Echelon has some 'heavyweights' backing it...Enel has agreed to purchase 3 million shares of newly issued Echelon stock. We think that this is only the beginning, and that other companies will soon follow suit...We believe that ELON's products offer tremendous growth potential, but like most issues, the stock is subject to technological obsolescence." $0 debt 2000 sales = $52 million; 2001 sales = $170 million Wind: "...Wind River is the leading independent provider of operating systems for embedded systems. There is also a movement for a free version of Linux for embedded computing, although this suffers from many of the disadvantages akin to proprietary systems. Wind River has solid growth prospects. Still, the current quotation discounts much of earnings growth (expected @ 27% growth rate) we are calling for out to 2003-2005, since we assume a contraction of the P/E mulitple to a more normal level by then..." $140 Total Debt 2000 Sales = $430 million 2001 = $570 million My opinion of the 2 summaries (since they are discussed frequently on this thread): thumbs up for elon and neutral for wind. Elon appears to be growing much faster, with key alliances. Wind appears to have a weaker balance sheet, slower growth rate, and a less focused product line.

To: Lone Star who wrote (2360)	6/24/2000 3:18:00 AM
From: tekboy	Read Replies (1) \| Respond to of 3076

beat you to it over on G&K... Message 13932354 :0) tekboy@ruffschmuff.com

To: Lone Star who wrote (2360)	6/25/2000 1:45:00 PM
From: Stcgg	Read Replies (1) \| Respond to of 3076

ELON - JUST ANOTHER PUMP & DUMP STOCK.. Ever wonder why this $10 stock is over $60? It's due to manipulation for the 3M share sale of stock to Enel.. Are you going to hang around for the Dump knowing the below facts? ECHELON - MARKET RISKS... The following has been excerpted from Echelon's 10Q SEC filing dated May 15, 2000 (above). The field is highly competitive and Echelon has essentially given away it's patent to anyone who wishes to copy or improve on it, without a dime back to Echelon: "LONWORKS technology is open, meaning that many of our technology patents are broadly licensed without royalties or license fees. As a result, our customers are capable of developing products that compete with some of our products. Because some of our customers are OEMs that develop and market their own control systems, these customers in particular could develop competing products based on our open technology. This could decrease the market for our products and increase the competition that we face." READ ABOUT THE OTHER MARKET RISKS ASSOCIATED WITH INVESTING IN THIS COMPANY - Free Edgar - May 15, 2000 10Q filing to the SEC.. Item 3: Quantitative and Qualitative Disclosures About Market Risks - freedgar.com COMPETITION FOR ECHELON.. Because Echelon has an open architecture, any company can copy and improve upon it, thereby leaving the doors wide open for increased competition while Echelon gets nothing in return and cannot sue another company for so doing.. These Gorillas Companies below are taking market share away from Echelon.. GE Cisco - Industrial Applications.. gecisco.com redherring.com Cisco/Whirlpool - Home Applications.. cisco.com 64.224.45.41 Microsoft Solution Set.. cbs.marketwatch.com EmWare (as disclosed by the company in their 10Q).. emware.com JDS Stargate.. smarthome.com >><<