"Well Echelon is working with Holley, and will be supplying the "guts" to the meter similar to what they will be doing in Brazil." Hmmm, wasn't one of the original knocks against Itron that they were only supplying meters? According to your comment, Echelon is not even supplying the meter...only components to the meter.
The PR states they are collaborating. It does not state that they have won any business via this collaboration. If you have worked with Chinese partners before, you might notice that over the long term very little of the actual production goes outside of China. A common practice is to learn from experts, utilize existing technology, and then convert to native technology over time.
What prevents Holley from eventually buying the Echelon IC and developing the comm modules themselves?
The PR states that Holley will ship 10M meters worldwide in 2011. Assume that all of that business is in China and that they will ship a total of 50M meters into China over the next five years....that is 10% of the Chinese market...far from the 50% of market that Android will hold in 2012. No matter how you try to slice it, Echelon is not 'the Android of the smart grid."
I struggle to understand why you are on this message board, given that you are an Echelon employee. Your comments will be seen as heavily biased. What is your point?