To: RavenCrazy who wrote (1422 ) 7/24/1998 1:01:00 AM From: Essam Hamza Respond to of 2534
techstocks.com Re: OPENCortex -- Well, it seems like a lot of other investors are studying ALYA's product line. That's a good thing, because if you understand their products and potential, you won't have any problem holding until the value that is in them becomes fully reflected in revenues, profits and the stock price. While ALYA is concentrating on selling OPENCentrix security systems right now, actually, it's OPENCortex that has the greatest potential as the LonWorks standard becomes increasingly established. OPENCortex is a networking platform that has been implemented by ALYA. It is unique in the marketplace -- there literally is nothing like it. Not only does it allow any LonWorks compatible control from any vendor to be integrated in automated building system. It also is fully compatible with Windows NT, which allows it to be used for factory automation and any other application where a PC-based network is used to govern hardware controls. Not only that, OPENCortex is configured to operate on the TCP/IP protocol. What that means is that it is possible to control a Cortex-based network over the Internet from any computer on the planet -- or even in outer space. We just might see Glen's dreams becoming reality through the OPENCortex platform over the next few years. LesX has talked about ALYA as the next Microsoft. Obviously, that is the best possible scenario, and those results cannot be guaranteed. But when you consider that MSFT's success is based on their early implementation of a successful platform (DOS) which was based on an open standard promulgated by a giant (IBM's PC architecture) -- and when you realize that OPENCortex stands in the same relationship to Motorola/Echelon's LonWorks in the automation industry (which is much larger than the PC market) -- well, all of a sudden, what Les has been saying doesn't seem completely farfetched. I don't want to overstrain the MSFT analogy, but it is worth noting that MS-DOS was one of three different operating systems originally offered as options with IBM's early PC's. It succeeded probably because it was the cheapest -- but the early years were touch and go for Gates & Co. because they really didn't know if their product would prevail over the competition. THERE IS NO COMPETITION AT ALL FOR ALYA'S OPENCortex. Because of the two-year lead time that would be required to catch up with ALYA's implementations, their potential competitors are negotiating private label deals to sell ALYA products now under their own brand names. In automation systems costing hundreds of thousands of dollars or more, the platform price point is not the same kind of issue as in a PC.techstocks.com