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Itron, Inc. Message Board

dow_johns 20 posts  |  Last Activity: Apr 27, 2000 4:17 PM Member since: Jan 27, 1998
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  • Looks like only 1 analyst is following this company now. I guess the rest have quietly thrown in the towel........

  • Reply to

    Like rats abandoning a sinking ship

    by da_shawdow_knows Apr 5, 2000 5:02 PM
    dow_johns dow_johns Apr 8, 2000 9:43 AM Flag

    I have been following this co. for 2+
    My average cost $14. Been in & out 4 times, just
    hoping to catch the ride back up.

    Every earnings
    report has led to a decline of the stock. I have always
    been disappointed by the co.

    With Chesser
    leaving (don't they sign contracts to stay with the co?),
    what is your opinion on the upcoming

    I got out at $8. I may make a last stand, but
    feel more of the same and don't see any compelling
    reason to jump back in.

    NEED some input!!

  • Reply to

    OT:-another similar stock CNDS info

    by billbullbill Jan 28, 2000 1:13 PM
    dow_johns dow_johns Feb 1, 2000 3:24 PM Flag

    In their last conference call, they made mention
    of addition restructuring for 4Q. They also felt
    additional charges may be added to 1Q 2000.

    The only
    thing that that is different is the delay in reporting.
    I feel they want to make sure all charges are
    reported correctly within IRS guidelines. It is much
    better to do this now, then make a correction later that
    jolt investers and analyst's. A company that
    re-reports earnings, can be very negative.

    This is my
    opinion....Are there others that agree or disagree?

  • Reply to

    value play?

    by skeptically Nov 9, 1999 3:56 PM
    dow_johns dow_johns Dec 11, 1999 4:33 PM Flag

    Itri is making money, very little. Their problem
    is growth. There is NO growth. They
    positioned for an earnings explosion, if and only if they
    can increase their sales.

    The street loves
    companies that are growing over 20-30% a year. When ulities
    start buying is anyone's guess.

    I would give
    them another 9-10 months for a sign. Y2K should be
    behind them. However, things could change
    sooner..........still hanging tight.

  • Reply to


    by ChiefTenBears Jul 26, 1999 11:33 AM
    dow_johns dow_johns Oct 27, 1999 8:58 PM Flag

    Well, at least ITRON is making money.
    All that
    is needed is a boost in sales. Sales have been flat
    and are projected to be flat for several quaters. It
    is going to be a slow process....

    CNDS, which
    has a negative book value and loses around $2 peer
    share,,,with projected loses looking forward... just got
    hammered and lost 62% of it's value.

    This makes me
    appreciate Itron more than ever. Mike said we have the bread
    and butter...maybe he can serve up a few steaks down
    the road.

  • Reply to


    by ChiefTenBears Jul 26, 1999 11:33 AM
    dow_johns dow_johns Oct 26, 1999 3:43 PM Flag

    I am a little pissed too. The retail stocks were
    out of favor and NOBODY wanted to own them. That was
    3 years ago and look at them now. Itron is out of
    favor on wallstreet and when and if they turn the
    corner, maybe we can all write about momemtem players
    starting to take part of the move.

    I have been
    waiting for 2 years and have bought at an average $16. I
    am waiting just like you. The pink sheet comment was
    a worse case senario.

    Sorry if I offended
    you, but this baby can go....UP or DOWN!!

  • Reply to


    by ChiefTenBears Jul 26, 1999 11:33 AM
    dow_johns dow_johns Oct 25, 1999 5:33 PM Flag

    I remember a fewe years ago Wal*Mart was stuck
    around $21. No one
    on wallstreet wanted to own it.
    The retail sector was dead!!

    Today, they can't
    get enough of it.

    Will ITRON follow this path
    or will we have to look on the pink
    sheets for a

  • Reply to


    by ChiefTenBears Jul 26, 1999 11:33 AM
    dow_johns dow_johns Oct 25, 1999 5:26 PM Flag

    FYI if there is nothing to move it up, where can it go?

  • Reply to


    by ChiefTenBears Jul 26, 1999 11:33 AM
    dow_johns dow_johns Oct 25, 1999 5:20 PM Flag

    I noticed that in the past, the company would
    expand on the next quarter. Mike last quarter said the
    company would be flat for the remainder of this year
    (looking out 6 mos.).

    Now we are told that 2000
    will be flat. Take it as a conservative outlook to
    avoid any lawsuits. The shocker is looking forward for
    the entire year as being flat (no sales increase
    seen). Sure, the company is trimming costs to improve
    the bottom line, but until the orders start to flow
    in, I don't see any move in the stock. So if nothing
    happens during 2000,
    I don't see the stock trading
    above 6. It is hard to hold a stock for that long and
    see no gain. On the other side, by the time we figure
    out that the utilities are buying, we may have messed
    a 6 + point run. I have seen this stock jump 8-10
    points in a couple of days.....of course this was a few
    years ago.

  • Reply to


    by A Yahoo! User May 13, 2005 11:29 AM
    dow_johns dow_johns Jul 13, 1999 5:15 PM Flag

    Here we go again. I hope we hear good news this

    Anyway, I will post this and expect a lot
    of feedback Thurs night
    or Friday from a few of

    Itri will report earnings at 1:00 PDT on Thursday.
    This will be followed by a conference call with
    analysts at 1:45 PDT.
    A 48 hour replay is open to all
    investors starting at 3:45 PDT. To access this call
    1-800-633-8284 and enter reservation #12690910. Mike Chesser
    will be a feature speaker.

    Good Luck to all!

  • Reply to


    by A Yahoo! User May 13, 2005 11:29 AM
    dow_johns dow_johns Jun 30, 1999 7:08 PM Flag

    Slb has deals with itri and itri's competitors.
    Check CNDS message board. I doubt deals with slb will
    push it over the top.
    A deal here and a deal there

    I think we are coming off the bottom and
    have a good upside potential. I have been in for over
    two years and still think
    our day is coming. The
    group is out of favor and when it turns
    up, stand
    back and enjoy the ride. This is just my opion...

  • Reply to


    by A Yahoo! User May 13, 2005 11:29 AM
    dow_johns dow_johns Jun 12, 1999 7:44 AM Flag

    When they went public where was the competition?

    Years later they are selling to second parties. What
    they did
    years ago was sell direct and ate the
    whole pie.
    deregulation and competition has changed
    all of that to a large degree.

    Margins are

    There are two things that really
    1. deregulation (gave the competition 2-3 years to
    catch up)
    2. They are offering contracts with
    bargain basement deals.

    The SCE deal appears to be
    a 11 year lease. All the costs associated to
    installing these units are paid by the company.
    They get
    their money back, plus profit, over 11 years.
    the costs are paid upfront, how do they write-off
    and what year do they show a profit?

    addition, they may have to borrow a lot of money to
    this and other deals to come. so when will the bottom
    be positively affected? This is great for the
    utilities and should bring a flood of new contracts. After
    all, why not buy
    for little or no

    This is really great for the company, but when does
    the Street
    take notice?

  • Reply to

    need to know

    by Dubious_Honor May 1, 1999 8:29 PM
    dow_johns dow_johns May 6, 1999 6:46 PM Flag

    Does anyone follow CNDS? Are they in direct competition with ITRI? Looks like they are leaving ITRI in the DUST!!!
    Any comments????

  • Reply to

    check this out

    by spokan Apr 3, 1999 8:37 AM
    dow_johns dow_johns Apr 12, 1999 9:55 PM Flag

    Any takers for heavy volume?

  • Reply to


    by shsta Mar 10, 1999 3:38 PM
    dow_johns dow_johns Mar 11, 1999 7:21 PM Flag

    I look at it like buying a computer. If I were
    going to buy 1 million computers over 2- 3 years,
    I would not sign a contract for the entire order.
    Let's face it, with technology, I will bet that I can
    buy 350,000 now, and next year, I can buy another
    350,000 that offers more at a cheaper price. So it would
    be very smart to place orders over a long period of
    time to take advandage of the newer technology, that
    will probably be cheaper.

    I paid $1500 for my
    first computer (486dx, 120 mg, 4 mg ram, etc}

  • Reply to


    by itausam Jan 8, 1999 1:09 PM
    dow_johns dow_johns Jan 9, 1999 11:07 AM Flag

    A few months ago I got my monthly magazine from
    my utility co-operative that covers 1/3 of my state.
    There was an article by them about deregulation and it
    went into detail about California. Basically, it said
    that around 225 companies appeared and were going
    after the business in Cal. However, there is now only
    around 25 left and they are primarily going after the
    industry end user. A lot of big names have got out of the
    fray. Savings, were only around 35 cents per month for
    residential customers, if that much.

    It appears that
    the scare is about over and the big ulitity companies
    can start to spend money on other things instead of
    heavy advertising costs to keep there market share. I
    think they will re-direct their thoughts on upgrading
    now to stay ahead of any competition that may be out
    there. After all, advertising does not come cheap and if
    you are spending a lot of money to keep your
    business, there is nothing left.

  • Reply to

    I had no idea...

    by Mr_Motown Jan 3, 1999 5:55 PM
    dow_johns dow_johns Jan 7, 1999 7:17 PM Flag


  • Reply to

    Itron news released

    by itausam Jul 6, 1998 5:22 PM
    dow_johns dow_johns Jul 30, 1998 9:44 PM Flag

    We are going through downgrades in earnings. This
    is what is shaking out the sellers and the buyers
    are on the sideline. And I hate it when I hear that
    we are at the bottom. That usually means we are
    going lower.

    Also, I hear buyout rumors about
    every company listed. That doesn't push the price up.
    How many companies have been bought out at their low?

    Either this company has serious problems that will be
    down the road or this baby is just totally out of

  • Reply to

    Itron news released

    by itausam Jul 6, 1998 5:22 PM
    dow_johns dow_johns Jul 6, 1998 10:22 PM Flag

    I would guess that the contract would bring a
    small return to the bottom line. This stock is so out
    of favor (especially with earnings around the
    corner), no one wants to touch it.

    I am surprised
    that there has been no post about the stock
    Am I wrong or are we setting new all-time lows? A
    technician probably could not pick a bottom.

    followed a small company that fell from 28 to 8. Insiders
    were buying the heck out of it and the company over 1
    year bought back 3 million shares. In fact the CEO
    took a 10% pay cut until the company turned around.
    Again, everyone hated it, even with all this news. The
    company was out of favor. Like ITRON, the industry was in
    a slump. When things begain to turn and the company
    reported better than expected earnings, the stock ran up
    in 3 months from 9 to 19 1/ several
    analysts have upgraded the company, even as I type

    I for one never thought the price would fall below
    12 (a 3 year low). When it fell to 8 everyone on the
    boards hated it, sold and
    said it was going to 6. I
    panicked and sold at 10(before the drop) only to watch it
    bottom for a month, then it took off. I was so turned
    off that I felt any move up was going to follow with
    a drop back down again. It shook a lot of us

    I am usually wrong, I don't think we are near a
    bottom.....Someone please tell me I am wrong.

  • dow_johns by dow_johns Jan 27, 1998 8:09 PM Flag

    What day does ITRON report their earning?

    I don't recall that they pre-announce earnings and have ever done so in the past. Can someone tell me if they pre-announce or are we at their mercy?

    The drift of the stock has me nervous, especially in light of the Forbes report..........if it is or will be true.

    Thoughts appreciated.

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