I think these new chips would help the company regain market share in the industry. The addition of energy measurement on-chip also shows that they understand the need for energy efficiency. If they are able to make stand by mode consume as little energy as possible, I would say they are definitely on to something good there.
Paul - http://www.connetu.com/
I think the best advancement with the ASM201 is the energy measurement on chip. This will make for quicker and more accurate adjustments to energy flow and does away with the need for a separate monitoring system.
Jon - http://www.evosite.co.uk/
Even any of the recent "new evidence" against cellphones, if it hold up to scientific scrutiny, would hardly implicate smart meters. Unless one were to press their head against a smart meter for long periods of time, it is implausible to think they would be a health risk. The RF field strength drops off so quickly with distance.
If one is looking for some RF source to worry about, it's not your smart meter or even the big bad cell phone tower... it's any wireless device that you hold, stick in your pocket or press against your body. The field strengths from those in your body are orders of magnitude stronger than the cumulative effects of remote devices.
One risk is opting-out for people who have radiation sensitivity, and wider knowledge of the facts that smart meters do NOT SAVE any energy, just motivation to move it to "cheaper" time window for benefit of utility investment capacity plan and peak load de-servicing.
Movement for opting-out by city is gaining speed.
I think they should develop and sell themselves. I do not see how they can compete in this crowded space. Was this company coming out of the Cadence Accelerator program? Yet to see any serious program from that program. Any idea?