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

To: Dealer who wrote (25591)	7/17/2000 1:56:16 AM
From: Stcgg	Read Replies (2) \| Respond to of 35685

WHY ELON IS A $2 STOCK.. Maybe the Gorilla competition and MSFT standardization of TC/IP? Maybe because anyone can copy Lonworks and Echelon doesn't get a dime in licensing fees? Actually, it's all this and more.. Competition will eat this newcomer alive, IMO.. COMPETITION FOR ECHELON.. 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 q/yhoo&dist=yhoo EmWare (as disclosed by the company in their 10Q).. emware.com JDS Stargate.. smarthome.com BUT THERE'S MORE - LOTS MORE.. Echelon is the new guy on the block.. Here are just a few of the many long existing systems competing with ELON.. As you can see, their prices range from 5-10% of the cost of LonWorks and many are applicable to industrial applications.. Phast Systems amhac.com Smart America smartapi.com Home Vision csi3.com Intelligent Home Technologies intelligenthometechnologies.com Enviromatics - Bringing the Future to Life enviromatics.com Smart Home smarthome.com Active Home tonersatellite.com Habitech Home Automation homesystem.com Amiga Home Automation iolinc.net SO WHAT'S ELON REALLY WORTH? To put all this in perspective, take a look at Panja (PNJA).. Panja Revenues are $80M and Echelon Revenues are $47M.. Panja operates worldwide, and does everything Echelon does and more, however on a mkt cap basis, ELON is $1.716B to PNJA $113.0M - Quite a divergence! Panja Home Page 12.5.139.189 So, there you have it.. Is Echelon over-priced? You bet! How much? If it were comparable to Panja, Echelon would show a $66M market cap, which brings a price per share of just under $2.. That's 2 Bucks! >><<