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Technology Stocks : Moderated Echelon -- Ignore unavailable to you. Want to Upgrade?

To: kumar who wrote (71)	12/3/2000 12:43:37 PM
From: kumar	Read Replies (1) \| Respond to of 83

Some quick notes from the replay of the inter-qtr conf call. (replay available at elon's web site) : CFO said : - CYA stuff on forward guidance stuff etc - Forward EPS guidance for Q4 remains 3c/share - 42-53% is recognized in the last week of the quarter - revenue 13.4M for the qtr remains reasonable Ken Oshman then took over : - Description of business for "many new folks following us" (analysyts ?) - We own LonWorks IPR and it creates enormous BTE for our competitors - Lost Whirlpool deal - disappointed - believes LonWorks will eventually prevail @ Whirlpool - Discussion on Enel.... - "How we make money" : What we sell is network infrastructure h/w ad s/w. A few $s for every device installed. - Working to sign up other Enel kinda deals Q&A : - Any issues with Enel deal ? : No issues, pleased, Enel will go live in a few months - Residential Gateway with Sun - opinions ? : begins a series of joint seminars with Sun soon. Our vision of OSGI is that we will provide a framework that multiple vendors can build to specs. We are not interested in a gateway box manufacture - its low margin. we're into selling h/w+s/w that resides beyond the gateway. - What prevents competitors from 'eating your lunch' ? : We have a lot more s/w (to prevent our lunch being eaten) than Cisco has, except IOS for Cisco, our equivalent is LNS. We want people innovating on this platform. - Why was a glowing report from Prudential not widely published ? : No idea - ask your Prudential broker. Check on the Nasdaq board - its there. - Thoughts on Bluetooth ? Do u expect it to go away ? : We dont expect it to go away. We're focussed on wired solutions. Bluetooth is for portable devices, in a short range. Most "every day devices" are stable in 1 place. largest volume opportunity is in stable devices not mobile devices. We expect someone else to bridge Bluetooth to LonWorks, not us. A typical home has 3 networks : Data, entertainment, and everyday devices. The 3rd is what we're focussed on, and these will not be RF networks. -GE/Honewell merger : we see it as an opportunity and having discussions with both.