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Friday, November 09, 2012 12:07:58 PM
I agree in that it has to be good. Honestly things can't get any worse..... barring a press release from Itron saying they are ending their partnership with Infrax.
So in this report due next week I can't anticipate any bad news coming, if only for the fact that all this recent itron activity without accompanying factual information has everyone feeling either confused (at the worst), or enthusiastic at best.
But i caution though that the next report might still show us nothing, meaning we need to wait an additional 3 months, or wait until there is another shareholder update. Personally I highly doubt the report will answer every outstanding item from the questions that were posed to Sam this week. I hope i am wrong though.
But that doesn't change my opinion that we are still on the verge of big things happening. Itron doesn't partner up with groups unless it sees something $$$ positive that can result. And on the infrax side they have no rev's that we know of yet, so when we finally see the details of this marriage, it has to have a significant impact on the stock price.
DCH
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