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Profile for pat mudge
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Date Joined Aug 19 1996 User Level
Posts 14188 Boards Moderated4
PeopleMarks 253 Bans Issued 0
Ignored By 1 Bans Received 0

Personal Information
Occupation/Title: Investor/writer/VC
College: BA, Seattle Pacific; post-grad, UCSD
Degree: Secondary Education/English Lit
Favorite Stocks: SDLI, JDSU, RMTR, NUFO,
Investment Style: Like Warren Buffett, stay with companies you know well, but don't be afraid to take profits.
Investment Experience: 10 years with managers; 5 years solo.
Interests and Hobbies: Researching life of Edwin Muir, Scottish poet; writing poetry,fiction,and non-fiction; watercolor painting and collage.
Quote: And the end of all our exploring will be to arrive where we started and know the place for the first time. (T.S. Eliot)
25 Most Recent SubjectsLast PostPosts
SDLI - JDSU transition06-19-02 12:12 PM 589
LUMM - Lumenon Innovative Lightwave Technology Inc.01-03-02 01:10 AM 108
Ciena IPO11-20-01 05:43 PM 95
Akamai (AKAM)09-17-01 10:54 AM 2
COM21 (CMTO)09-04-01 06:57 PM 562
JDS Uniphase (JDSU)08-07-01 03:10 PM 1,124
Sycamore Networks Inc-(SCMR)08-02-01 01:26 AM 14
Alcatel (ALA) and France07-09-01 02:43 AM 38
Nortel Networks (NT)06-22-01 11:04 AM 44
New Focus, Inc. (NUFO)06-11-01 04:58 PM 78
Siemens05-31-01 09:47 AM 3
Alcatel Optronics (NASDAQ: ALAO)05-22-01 12:28 PM 7
Vitesse Semiconductor04-19-01 02:28 PM 5
The *NEW* Frank Coluccio Technology Forum04-02-01 01:03 PM 4
ADI: The SHARCs are circling!03-23-01 02:08 PM 52
Virata Corporation (VRTA)03-15-01 11:46 AM 34
Applied Micro Circuits Corp (AMCC)03-01-01 02:36 PM 3
SDL, Inc. [Nasdaq: SDLI]02-14-01 11:24 PM 1,191
Cisco Systems, Inc. (CSCO)02-07-01 02:06 AM 17
RAMTRONIAN's Cache Inn02-05-01 11:19 AM 67
CLOWN-FREE ZONE... sorry, no clowns allowed01-29-01 08:43 PM 2
Sharck Soup01-24-01 10:21 PM 1
Juniper Networks - JNPR01-16-01 07:07 PM 3
Efficient Networks Inc - (Nasdaq- EFNT)01-16-01 01:55 PM 18
Terayon - S CDMA player (TERN)01-16-01 01:13 PM 21
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Posts by pat mudge
MessageSubjectRecsDate/Time (ET)
Let's hope JDS/SDL wins the case. They certainly deserve to. Waiting for thiSDLI - JDSU transition 06/19/2002 12:12:52 PM
Ed -- The link was incorrect. CairnCross is an LP put together for the PN inSDLI - JDSU transition 06/19/2002 12:05:37 PM
Amid all the negative news, here's something to bring a smile: http://www.lightSDLI - JDSU transition 06/17/2002 02:20:43 PM
Happy New Year to you as well!! Here's a new fiber optics link I just discoveSDLI - JDSU transition 01/03/2002 01:19:05 AM
<i>According to Jupiter’s predictions, European domestic broadband penetration wSDLI - JDSU transition 01/03/2002 01:16:57 AM
Sure glad they built that factory when they did. How else could they get customLUMM - Lumenon Innovative Lightwave Tech 01/03/2002 01:10:10 AM
<i>CSFB expects CIEN to report in-line Q4 on Dec 13, but sees a high probabilitySDLI - JDSU transition 12/12/2001 05:24:48 PM
I had hoped March would be flat but at this point it appears the disappointment SDLI - JDSU transition 12/12/2001 12:29:35 PM
http://www.totaltele.com/view.asp?ArticleID=46738&pub=tt&categoryid=0 <i>"U.SSDLI - JDSU transition 12/12/2001 02:52:10 AM
<i>How does JDSU have a play in ATT's 3G rollout? </i> Internet traffic, evSDLI - JDSU transition 12/12/2001 02:45:50 AM
Are you saying the $1B number is not accurate? PatSDLI - JDSU transition 12/07/2001 12:20:19 PM
AT&T to spend $1B on 3G: http://www.totaltele.com/view.asp?ArticleID=46596&puSDLI - JDSU transition 12/07/2001 10:29:26 AM
National Research Council report on broadband to the home released today: http:SDLI - JDSU transition 11/29/2001 11:51:40 PM
<i>I'm wondering why he's on the board of AMCC when he left Jdsu for health reasSDLI - JDSU transition 11/29/2001 11:41:31 PM
Here it is again: http://www.eetimes.com/story/OEG20011127S0066SDLI - JDSU transition 11/29/2001 11:28:01 PM
SBC pushes fiber further into neighborhoods: C:\My Documents\OEG20011127S0066.hSDLI - JDSU transition 11/29/2001 01:09:13 PM
Why didn't JDS tie his hands with a non-compete? I don't think it's out of lineSDLI - JDSU transition 11/29/2001 11:15:55 AM
France Telecom to invest in high-speed Internet connections: http://www.totalteSDLI - JDSU transition 11/25/2001 07:41:19 PM
<i>A wide spread suggests the unpredictability of price movement - at least for Ciena IPO 11/20/2001 05:43:30 PM
Regarding the chart: there's a huge spread between the two yellow lines that indCiena IPO 11/20/2001 12:06:52 PM
Have you read their latest 10-Q? http://www.sec.gov/Archives/edgar/data/1098432LUMM - Lumenon Innovative Lightwave Tech 11/20/2001 10:20:55 AM
I hadn't seen the announcement, but found it on SBC's homepage: http://www.sbc.SDLI - JDSU transition 11/20/2001 04:03:59 AM
<i>Dramatic climate changes in telecom (at FCC and in Congress) mean big changesSDLI - JDSU transition 11/19/2001 05:40:53 PM
Thanks for all the responses. I'm still holding --- glad I bought when the markSDLI - JDSU transition 11/19/2001 05:38:54 PM
OWN -- If the legislation passes, will RBOCs be encouraged to spend more on hSDLI - JDSU transition 11/19/2001 05:30:32 PM
<i>We predict a shortage of transatlantic telecoms capacity within 18 months," WSDLI - JDSU transition 11/19/2001 11:15:30 AM
<i>Can JDSU hold $10ish, or is it time to sell and buy back between $5 - $7?</i>SDLI - JDSU transition 11/13/2001 12:11:39 PM
<i>Packaging is expected to continue to be a major challenge and opportunity. KeSDLI - JDSU transition 11/13/2001 12:06:53 PM
I'm glad ONIS is looking stronger. It's good for the entire sector. Did anSDLI - JDSU transition 11/12/2001 08:46:55 PM
<i>On a less positive note, CEO expects excess capacity in the long haul market SDLI - JDSU transition 11/12/2001 08:44:11 PM
Recent news: Telecom profits soar in Korea: http://www.totaltele.com/view.asSDLI - JDSU transition 11/12/2001 12:59:00 AM
<i>Jupiter Research predicts that 10 million households in the United States wilSDLI - JDSU transition 11/08/2001 01:09:04 PM
<i>If 75% are connected by FO now is the future growth not limited in a very bigSDLI - JDSU transition 11/02/2001 03:52:40 PM
Interesting to see the downgrades before earnings. If numbers are in line and tSDLI - JDSU transition 10/25/2001 12:08:48 AM
<i>But the fact of the matter is that even in places that broadband has been avaSDLI - JDSU transition 10/23/2001 06:59:57 PM
Glad Gilder's doing something useful. :) PatSDLI - JDSU transition 10/23/2001 06:57:09 PM
If you look at the DSL progress made in the last couple years and compare it to SDLI - JDSU transition 10/23/2001 02:35:31 PM
Brian -- Interesting article on Adept. Streamlined automation is the cuttingSDLI - JDSU transition 10/23/2001 10:29:27 AM
I agree providers have to charge more. You'll recall when Verizon raised its brSDLI - JDSU transition 10/23/2001 10:19:56 AM
<i>The RBOCs (regional Bell operating companies), in general, take issue with thSDLI - JDSU transition 10/23/2001 04:17:21 AM
SBC may be cutting Capex, but their DSL business is growing by leaps and bounds.SDLI - JDSU transition 10/23/2001 01:15:40 AM
News worth a glance: http://www.totaltele.com/view.asp?ArticleID=44792&pub=ttSDLI - JDSU transition 10/17/2001 01:32:32 PM
Wednesday should be positive: http://www.marketwatch.com/news/yhoo/story.asp?SDLI - JDSU transition 10/17/2001 05:11:00 AM
Thanks for responding. I suspected sales would be insignificant, overall. A SDLI - JDSU transition 10/17/2001 03:13:10 AM
<i>Pretty sure it's an OCLI division, Flex Products. </i> Thanks for clarifSDLI - JDSU transition 10/16/2001 03:53:06 PM
<i>Once the capacity problem is exposed, three things will happen: Prices wiSDLI - JDSU transition 10/16/2001 12:26:24 PM
I had to shake loose a few cobwebs to figure out the JDSU announcement. SomeoneSDLI - JDSU transition 10/16/2001 12:20:16 PM
<i>The company stressed that there is still a public network being built. While SDLI - JDSU transition 10/12/2001 02:13:53 PM
Isn't Allegiance the one Reed Hundt's involved in? I'm glad to hear they're surSDLI - JDSU transition 10/11/2001 02:12:09 AM
This isn't the first time Telus has led the world into new technologies. If memSDLI - JDSU transition 10/10/2001 12:17:36 PM

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