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Echelon Corporation (ELON) Message Board

  • johnmr12 johnmr12 Mar 5, 2012 2:43 PM Flag

    Scion, I have a question

    Did you listen to the link that dolphin provided where Bill Slakey specifically mentions that systems generate $100 and subsystems generate $5-$15? We know ELO isn't using systems, right? So, that leaves subsystems, correct? How do you come up with $35 per unit? Is Bill Slakey wrong? Trsut me, I'm no basher, and I hope like heck that Slakey gave the component pricing instead of subsystem pricing by mistake. In fact, if that is the case, then this current price is a steal, because I believe analysts heard that call and realized there isn't anywhere near the revenue opportunity that Piper says there is. If anything I said is inaccurate, please correct me.

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    • "... You are STILL confused? ... they could have 40% market share of ALL legacy meters in Brazil AND be the digital leader,..duh! ..."

      Scionocchio, I am certainly not confused about the fact that you are fantasizing in each and every of your posts about what they COULD. At issue here is what they have and not what they COULD have.

    • "... what do YOU think that means?...just asking. ..."

      You ask me what I think this means? I think this means you have severe memory problems.

      We debated this for a few weeks in December ... when you told us over and over again this means that ELO has 55 million customers and sometimes 55 million meters.

      For GROWN UP investors this means as much as Echelon telling the world there are 63M meters in Brazil and 300M in China to replace. This means DIDDLY-SQUAT.

      Apparently you did not go to bed!

    • "ELO’s customers include the 40 largest electric power distributors in Brazil, which serve approximately 55 million consumer points"..what do YOU think that means?...just asking.

    • You are STILL confused? Sad. You are confusing yourself...they could have 40% market share of ALL legacy meters in Brazil AND be the digital leader,..duh! They are two different things...get that 3rd cup of coffee going quick...I will NOT respond again to your confusion on this post as it only disrupts the board with endless childlike "questions" the the questioner does not understand the answers to.

    • "... Apparently you do not also understand that a meter can be "digital" and not be a truly Smartmeter..."

      Obviously. WTF are you talking about now? That does not change anything of the fact that ELO states they are the leader in DIGITAL meters, but MOST meters are ANALOG. What GROWN UP investors are looking for is their total market share, including ANALOG meters.

      Go back to bed! Maybe in an hour or two you are more alert and are able to think clearly.

    • You really cannot follow any logic can you. Apparently you do not also understand that a meter can be "digital" and not be a truly Smartmeter...many legacy meters are AMR only digital meters, my uninformed friend...why not short a stock you understand, like,... potato chips.

    • "... By "DEFINITION".."legacy" would refer to "old" meters..meaning NOT Smartmeters..."

      I just checked the press release of Echelon. There's no mention of the word "legacy."

      IMHO, you are LYING ALL DAY LONG, it's totally normal for you just to make things up and post it.

    • I was hoping you'd post a link.

      Why would the press release explicitely state that ELO is the market leader in DIGITAL electricity meters?

      Put on you jelly bag cap and go to bed! Or, post a useful link.

    • By "DEFINITION".."legacy" would refer to "old" meters..meaning NOT Smartmeters...duh! You are some STUPID. We don't need a link to use god given common sense to analyse the obvious,,..unless you happen to be STUPID.

    • You really ARE stupid! get lost.

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