This news has the potential to be HUGE. Initial revenues in early 2012. Every metering company in the world may end up using Echelon's COS system. The meter is merely a component of the smart grid. Most metering companies make roughly the same type of meter. Only Echelon has the technology to make the electric grid "smart". I expect ITRON to work with Echelon in the future to implement their COS technology.