Berkshire Hathaway and the smart grid

[alpha231616967560]

I listened to this Wealthtrack interview with Bill Paul (energy analyst) about the smart grid yesterday and was still thinking about it this morning -

 

http://www.wealthtrackextra.com/full-episode-archive/tag/berkshire-hathaway-and-the-smart-grid

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very interesting topic that I am just beginning to understand. Has anyone else here come across good reading or business research on the smart grid? It sounds like it will affect pretty much everything eventually. He mentions MXWL as one company to look at, which I plan to do this weekend. The analyst talks about a Microsoft exec (?) who thinks that the smart grid will dwarf the internet in terms of it impact on Microsoft.