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Echelon Corporation (ELON) Message Board

  • rightofway2004 rightofway2004 Jan 3, 2008 12:17 AM Flag

    TLVT

    I found this quote in one of TLVT's quarterly financial statements:

    "In China, official statistics show that by the year 2020, China will need an electricity installed capacity of 1 billion kilowatts, a 100% increase from the current 500 million kilowatts. In order to help alleviate the situation, State Grid Corp of China (SGCC), China�s largest power grid builder, and the operator of more than half the power-starved economy�s electricity distribution, has planned an investment of 107 billion yuan (US $12.9 billion) to construct and repair its grids. China Southern Power Grid Corp (CSG), the second-largest electricity distributor, will spend 30.5 billion yuan (US $3.7 billion) improving its power transmission capacity in the five provinces it serves � Guangdong, Guangxi, Guizhou, Yunnan and Hainan. Based on these planned expenditures, we foresee an expansion of our client base in China in the next several years."

    Since their platform is built on NES it's safe to say ELON might also "foresee an expansion of" its client base in China. Knowing this, it makes today's press release to be a natural progression of things in China.

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    • >>Where does it say that Echelon's contribution would or could only be meters?<<

      You can believe what you like. I think it is fairly clear what Echelon is and is not providing as regards NES.


      >>You have other opportunities to trade this on the downside, buying puts, selling calls to open. You don't have to be literally short the shares. Or you can be out and wishing to buy at a more attractive price. Whatever your motives, I detect a negative slant to your posts that crops up periodically, which suggests a trading pattern.<<

      You don't seriously believe that my posting something you interpret as negative on a Yahoo message board is going to move the stock price, do you???

      Hoo boy.

      For the record, I have never bought ELON puts or sold ELON calls. A unprejudicial reading of my posts will show them to be more balanced than just about anybody else on this board. And I NEVER allow my position to influence how I post. For example, if I am long a stock and have something negative to report, I do not censor myself - I report it. Any other action would lack intellectual integrity.

      micro

    • Where does it say that Echelon's contribution would or could only be meters?

      They are talking about revolutionizing and optimizing the grid, if I read it right.

      I believe that suggests far broader potential applications for LonWorks control technology.

      ********

      You have other opportunities to trade this on the downside, buying puts, selling calls to open. You don't have to be literally short the shares. Or you can be out and wishing to buy at a more attractive price. Whatever your motives, I detect a negative slant to your posts that crops up periodically, which suggests a trading pattern.

    • >>China Southern Power Grid Corp (CSG), the second-largest electricity distributor, will spend 30.5 billion yuan (US $3.7 billion) improving its power transmission capacity in the five provinces it serves � Guangdong, Guangxi, Guizhou, Yunnan and Hainan. Based on these planned expenditures, we foresee an expansion of our client base in China in the next several years.<<

      >>Since their platform is built on NES it's safe to say ELON might also "foresee an expansion of" its client base in China.<<

      It's not so safe. Telvent is involved in much more than NES (Telvent Metering System). Take a look:

      http://www.telvent.com/solutions/energy/electric/transmition_and_distribution.asp

      micro

      • 2 Replies to microcapfun
      • Glad you brought that up. All of those areas are being tested in the Duke pilot. I suspect when China does order it will be after ELON and TLVT are put through the test of connecting the most sophisticated transmission systems ever designed. TLVT will push ELON products where it can, I believe. It's a win/win. Lonworks everything, master the entire utility system and sell it all over the world. I can't imagine TLVT isn't wondering what it can sell by adding Lonworks to the SCADA infastructure?

        We know they can sell efficiency - nobody has told me that isn't the case. These efficiencies aren't just environmental, they are also cost. It is the later which will lead cities to embrace this technology. Many US cities will have less tax revenues (unless they raise taxes) with falling housing prices. Which, in my opinion, will lead to wider adoption of things like the Streetlight solution so they can cut costs in a very short amount of time. And yes, I do recognize I just said spend to save. However, the rapid cost recovery appears to be worth the short term pain.

        Speaking of streetlights, saw those on TLVT's website and we all ready know ELON's doing this. In fact another utility is testing the packaging of meters and lights. Why not TLVT? One product, one system solution.
        China
        Even though we don't think much of the UN here, around the world it has a little (not a lot) more clout. China has a huge environmental problem. If they don't convince the world they can manage growth without destroying the planet there will be a problem with a lot of other countries. It's good politics to avoid the confrontation. The Secretary General's visit to HQ, I believe, carries more weight in China than here because they need to confront this issue ASAP. It may seem inconcievable that a photo op in the US could have impact anywhere else in the world. This may have been one of those photo ops.

        Don't have a crystal ball but I do have a good feeling about this.

        ROW

      • Maybe I am missing something.

        Telvent Metering System (TMS), is based on Echelon’s Networked Energy Services (NES), which utilizes an open, bidirectional, and extensible infrastructure to enable a comprehensive range of utility applications.

        I see TELEVENT is branded on the meter instead of Echelon, but it looks like it is still an Echelon meter.

    • very nice.

      I hope this wakes those idiots up in Washington that yet again China will benefit more than us off a US technology.

      I'm for trade war with china. But, if China goes nationwide with ELON, I'll forgive them for poisoning my dog.

      LON!

      • 1 Reply to carcasboy310
      • Hopefully, ELON will get an AMR deal in China this year, they've had an office in Shanghai for years, they've got to be up to something good, Oshman makes sure of that. He's a nice guy, but he gets results in the long run!

        Re- Carcas, howz it going buddy, how's the fund? It's been awhile since the conference in HK...thanks for the limo ride back to my hotel...you're the man...that guy from Fidelity with the Boston accident was hilarious!

        I'll shoot you an e-mail...

        APB

 
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