Reality is the meter is not where the money is. The future of smart grid is all about controling devises. We are in slow down stage now. Next is evaporation of market share. ITRI is not a technology company. It is a company which relies on technology. So far they are riding the wrong horse. They need to do what ELO did and do it quick. Take your meter and add ELON's NES system. This will create a future for shareholders. If it doesn't do this then it is the next Kodac. Bank on it.