Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dealer who wrote (28509)	8/11/2000 9:37:30 AM
From: Voltaire	Respond to of 35685

Post # of 23575 Schlumberger, Telecom Italia, Enel, Echelon dots connected. Ok, so the dots are connected in my head. Here is the outline. A previous post found the German Schlumberger page with reference to Echelon and Lon Works. I found the CellNet connection to Schlumberger. Now, there is a connection to Telecom Italia as will be outlined below. Let’s back up for a second to the CC where Dr. Oshman made reference to GSM phones being used in the Enel model to communicate between the Concentrator and the main office. Remember, in Italy Telecom Italia operates a large number of telephone exchanges and GSM base stations across the country. As extracted from the post below, after a two-month pilot trial conducted at the end of last year, Telecom Italia awarded the data management contract to Schlumberger in January 2000 in a project that allowed Telecom Italia to reduce its overall electricity cost significantly, by using advanced data management services from Schlumberger to facilitate accurate consumption forecasting, and then purchasing its electricity on the open market. Now, I’m sure that Enel (as the big power company in Italy) was involved in installing meters and other equipment in the project and am sure they were involved in gathering data since they had to figure out how much power was being used and how to bill it, right? What a great way to evaluate technology! Have someone else pay for the toys, and you get to see how they work! So, after the project was a success, Enel decides to buy 10% of the company who own the underlying technology (Echelon). Also from the CC, a quick calculation was made on how much the cost would be on a per customer basis and the number came out to $10 or so. That only amounts to the Neuron chip and a transceiver and some software. I talked with a technician from my local power company a few weeks ago (Eugene Water and Electric) and discussed meters. He had once worked in the meter repair department and said that a typical digital meter runs in the $200-$300 range depending on application. That means obviously that we are not making meters for Enel, but supplying the underlying technology. That’s what we want, just sell the parts to make it all work, and let the rest of the value chain build and deploy. So, anyway, I’ve been trying to figure out who would make some of the system components and I think we found the meter maker! Now, going back to Telecom Italia, guess who will provide the GSM service for Enel? What a great kickback from the power company for getting into the project! OK, so now we know how Enel came up with this bold idea to apply a new technology and was willing to commit big dollars to it. They saw one of their customers deploy it (Telecom Italia) and put all the players together to profit from it, and WE own the underlying technology. Getting back to CellNet / Schlumberger for a moment. Schlumberger apparently owns CellNet. I have previously posted the link to the architecture for the CellNet system, which oddly enough uses Cellular phones at the concentrator just like in the Enel model to communicate with the main office. I hope someone remembers Dr. Oshmans comment about TelCo’s and their interest in LonWorks, Who in the USA has a nation wide deployment in the Cellular realm? Give that some thought for a moment. OK, I’ve got to go home to feed the animals. But for now, I’m including some links to back up my thoughts: Here is another Echelon mention from a Schlumberger page. From: 1.slb.com Comptage Immobilier Schlumberger (CIS) "CIS has also started to provide its customers with the Schlumberger TIPI home/building automation systems, which provides the apartment residents with a variety of services including energy consumption and billing information through the Minitel, security features, and remote disconnect capabilities. The system consists of a concentrator in the building's basement which communicates through an Echelon bus with user interface and control devices in each apartment. Currently, around 7,000 of the units have been installed. This type of home automation is moving CIS further into area of data management that will be required by building managers in the future." --------------------------------- And here is the grand daddy of all finds tonight. I’ll need to place the actual text on another post, but here is the link: "Schlumberger data management services enable Telecom Italia to significantly reduce electricity cost" 1.slb.com Part 2 to follow Bryan

To: Dealer who wrote (28509)	8/11/2000 9:40:13 AM
From: Ex-INTCfan	Respond to of 35685

VIGN 38 13/16 +1 5/16 I think it is going to break thru 40 on the next attempt.

To: Dealer who wrote (28509)	8/11/2000 9:46:07 AM
From: cowgirl-ona-1eyed-horse	Read Replies (3) \| Respond to of 35685

I'm back!! Did anyone miss me? <ggg> Yesterday early AM my computer suffered a lightning strike- zapped my modem. I was 'beside myself' all day yesterday, trying to fix the problem, not really knowing exactly what the problem was. Made numerous trips to Staples- blind leading the blind. Finally got the correct modem and installed it this morning. Back in business! HAHA Dealer, thanks for telephone (moral) support for my market and msg. board withdrawal symptoms. back in the saddle again... cowgirl