..and to think..itron down at multi-year levels still...hmmm..ssni back down to ipo levels..hmmm If as analysts and researcher claim, the industry is about to explode and if, as YOU claim, IPv6 meters will take over industry, ..please explain how it is the respective stocks suck...Then, slowly, carefully read the Nagarag statements that CLEARLY show that IPv6 will provide many opportunities for Echelon LonWorks and yet also, those devices are indeed years off. I have patiently posted other experts from EU stating that IPv6 has many problems and financial limitations also for years to come.. Especially in less developed countries and in trying to coordinate with billions of legacy devices that cannot be made obsolete overnite. Now, put on your reading glasses and really try hard to UNDERSTAND the Nararag statements I provided for your illumination...before you reply with something idiotic again.
"... as YOU claim, IPv6 meters will take over industry, .."
Most of the devices will talk IPv6 over long-term. If Echelon cannot adapt, they won't survive. Good thing, they seemed to have pulled their heads from the sand and at least acknowledge this existential threat.
As regards smart meters, the whole industry is over saturated with competition. Both Itron and SSNI will go nowhere, IMO.
"... Then, slowly, carefully read the Nagarag statements that CLEARLY show that IPv6 will provide many opportunities for Echelon LonWorks and yet also, those devices are indeed years off. ..."
I suppose Mr Nagaraj read what I posted here in December while Echelon's pumper boys still dreamt about fluffy analytics for the fluffly last mile ... LOL.
== dolphinooo • Dec 7, 2012 2:56 AM
"... If Echelon's engineers can come up with a convincing migration strategy from LW to IPv6, then they could cash in on the 100 Million++ LW devices that are out there ... if they can do such a thing, Echelon's boat would start rocking again, IMO. ..."
But in your mind utilities don't even want IPv6 to the device ... LOL ... and it's too expensive, and flawed, and Mini Mouse said it looks ugly.
One day you teach yourself how to google and see what's going on the IPv6-based device communications market. It'll be an eye-opening event for you, if you too can manage to pull your head out of the sand. At least you figured that Europe and the Duke debacle decimated even the 5000 shares that you added in the $5's..