the quarter about to be reported will be poor for ELON, as it will for all the competitors. No deals have closed (i.e. revenue generated) and this will start the consolidation process. For example, watch Itron when they report and you'll get a good understanding of what's going (or not going) on. It all comes down to the lack of decision making by the major utility companies. The business is stalled and will be until Q3
>>the quarter about to be reported will be poor for ELON, as it will for all the competitors.<<
There was enough NES backlog to carry into mid 2008, so there is no reason Echelon will disappoint with regard to NES. I'm sure the same is true with Enel. And their 4Q07 LWI target was lower than 4Q06, so that's a low bar to clear.
No - there is no reason for Echelon to disappoint in 4Q07.