Yup, it paid to be careful on this one. BMI was more important than Cramer. If you want to play stocks on upgrading the grid, I'd suggest PLPC or ESE. Both are cheap for the space on the standard valuation metrics and have better balance sheets than ITRI. It's hard to recommend ITRI just by looking at the fade of the '09 and '10 estimates, even if you're bullish on smart meters.