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Itron, Inc. Message Board

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  • gpstracker101 gpstracker101 Sep 30, 2011 1:18 PM Flag

    Wunderlich Lowers PT on Itron to $22

    lonworks: You do realize that the article you referenced is from 2008...right? It seems that an investor may want more up-to-date information...such as the announcement of the 35M French opportunity that came out yesterday.

    (lonworks): "...has chosen Echelon's Networked Energy Services (NES) System for up to 90,000 homes."

    Hmmmm, so Echelon might get 'up to 90,000' homes in France. The contract that Itron is working on is for 35M homes. If you where an unbiased observer, which opportunity appears to be the better of the two: 90,000 network nodes or 35,000,000 meters/network nodes/system software?

    (lonworks): "Itron has traditionally been strong in North America but has had a difficult time expanding into international markets..."

    Per Itron Q3-2010 report:

    LEADING GLOBAL METER SUPPLIER: #1 in combined market share for electricity, gas and water

    LEADING SOFTWARE SUPPLIER: ~ 35% of Meter Data Management systems around the world, #1 in market share

    Given this information, how do you support your claim that "Itron has...had a difficult time expanding into international markets.."? Have you done ANY research at all on Itron...or are you simply making things up? Clearly you are 100% pro Echelon, so what is your point of posting outdated information and incorrect claims on the Itron MB?

43.48-0.02(-0.05%)May 25 4:00 PMEDT