Over @ Seeking Alpha (where I'm trying to Shanghai sailors over to
Stockpickr...btw) There's a good read about the "smart grid trades" The author
touched on Moore's Law driving cost down and demand up. Moore's Law is something
every trader and investor should have a grasp/concept of. He also said this
could be one of the next bubbles in the market. I disagree on that....It ain't
that big of a market....second it posses no systemic risk...If so it is minimal.
The following was my comment on his article. The link is at bottom page
-----

Like all major/impactual life altering technology. You have to release/implement
it, at a rate the world can both socially and economically absorb it! Lets just
say cold fusion was mastered/conquered (it just might be already) They couldn't
release it to the world overnight. World govt and economies would fall off the
proverbial cliff overnight.

As for people not wanting to give up control over their electricity needs and
wants. that process has already started w/out them people even knowing yet. Via
the actions taken by most utility companies across America going to wireless
meter reading technology. To optimize efficiency and to cut overhead, via not
having to dispatch a electrical service worker, to say terminate service for non
payment (boot your electric meter). It now can be done at the punch of a
computer button from the local office. Big money saver there for them. Itron
(ITRI) ,Badger Meter Inc (BMI), Digi International Inc. (DGII) Comverge, Inc.
(COMV) all major players in the trade. I have owned and traded them all, within
the last year (see below links to stockpickr.com) The backlog of products needed
is impressive. Utility companies cant get the new wireless/RF meters quick
enough. As for the stocks in the "smart grid trade", I am leery here at these
elevated levels. Some report earnings next week. I think most were bidded up on
alt energy stimulus money. And with (BMI) I feel it was the S&P and
Russel re-balancing. It is up over 100% off bottom. It is hard to get a gage on
the earnings #, because I'm not sure any of the Obama clean energy stimulus
money has filtered through to their bottom line just yet.

Steve Goff

http://www.stockpickr.com/view/answers/6...
http://www.stockpickr.com/view/answers/6...



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