>>the quarter about to be reported will be poor for ELON, as it will for all the competitors.<<
There was enough NES backlog to carry into mid 2008, so there is no reason Echelon will disappoint with regard to NES. I'm sure the same is true with Enel. And their 4Q07 LWI target was lower than 4Q06, so that's a low bar to clear.
No - there is no reason for Echelon to disappoint in 4Q07.