Buzz is about Itron being a takeover target. Cisco? GE?Who knows, but smart grid is getting large enough that few major players might find themselves competing for #1 position!!!
GE makes most sense or a foreign buyerGreat market to get into and ITRI is the leader.
You didn't get a chance to read my note on that in the previous thread, which I suggested prior to that news release (no, I don't have inside info, sometimes I wish I did!).Given ITRI's leverage now with this Cleveland deal, I wouldn't be surprised to see some M&A activity in the space, with ITRI as the prize asset.