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Profile for MikeM54321
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Date Joined Feb 28 1998 User Level
Posts 3295 Boards Moderated0
PeopleMarks 13 Bans Issued 0
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Personal Information
Occupation/Title: Engineer/Investor
Age: 43
Location: Florida
College: University of Michigan
Degree: Engineering
Favorite Stocks: Telecommunications, Oil&Gas Drillers, and more. Too many!
Investment Style: Long and short term. A 50-50 mixture.
Investment Experience: 16 years
Interests and Hobbies: traveling, golf, hiking, photography
Quote: 'The world belongs to those who think and act with it. Who keep a finger on it's pulse." From my first, and still favorite, investment book, "Stock Market Primer."
25 Most Recent SubjectsLast PostPosts
LAST MILE TECHNOLOGIES - Let's Discuss Them Here10/16/2001 1,658
Alcatel (ALA) and France9/5/2001 63
The *NEW* Frank Coluccio Technology Forum7/17/2001 66
Sirius Satellite Radio (SIRI)7/3/2001 5
Advanced Fibre (AFCI) ** IPO6/25/2001 47
ANTEC Corp. (ANTC)6/22/2001 98
MRV Communications (MRVC) opinions?6/14/2001 40
International FiberCom, Inc. (NASDAQ- IFCI)4/27/2001 22
C-Cube4/27/2001 43
Osicom(FIBR)4/20/2001 13
Nortel Networks (NT)4/19/2001 46
Viatel (VYTL)4/10/2001 1
SDLI - JDSU transition4/9/2001 1
Stratex Networks, Inc. (STXN)4/6/2001 1
George Gilder - Forbes ASAP4/4/2001 6
XM Satellite Radio Holdings Inc. (XMSR)4/3/2001 2
Harmonic Lightwaves (HLIT)3/23/2001 72
Qualcomm Incorporated (QCOM)3/2/2001 1
ECIL - ECI Telecom trading at half its growth rate...1/29/2001 5
Citrix Systems (CTXS)1/4/2001 342
PRESIDENT GEORGE W. BUSH12/22/2000 6
CNXT the moderated thread12/20/2000 3
Concurrent Computer (CCUR)12/1/2000 1
Siemens11/27/2000 1
Dycom Industries - Undervalued Telecom Reform Act Play10/25/2000 42
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Posts by MikeM54321
MessageSubjectRecsPosted
slacker711- Hmmm. Finally some good/decent news in your figures. So do you knowLAST MILE TECHNOLOGIES - Let's Discuss Them Here10/16/2001
pmcw- I take it HR1542 is favorable to the ILECs. If so, who is better positioneLAST MILE TECHNOLOGIES - Let's Discuss Them Here9/17/2001
"Alread wrote off Fore its ATM business." elmatador- What's this?Alcatel (ALA) and France9/5/2001
"2.4 millions DSL was install in Q2 vs. 1.1 million last year." ZO- DAlcatel (ALA) and France9/5/2001
"MacDonald's is successful because it implements it right." elmatLAST MILE TECHNOLOGIES - Let's Discuss Them Here8/22/2001
“Most people just don’t want to watch movies on their PC,” elmatador- LOL. WonLAST MILE TECHNOLOGIES - Let's Discuss Them Here8/21/2001
Congress in September is likely once again to take up the controversial issue ofLAST MILE TECHNOLOGIES - Let's Discuss Them Here8/17/2001
Qualcomm made a prediction back in '99 that HDR would enable flat-rate wirelLAST MILE TECHNOLOGIES - Let's Discuss Them Here8/17/2001
Frank- Thought you may find this of interest. You enter a location and up comes LAST MILE TECHNOLOGIES - Let's Discuss Them Here8/8/2001
The optimistic take on the supposed fiber glut is that it is no glut at all--allLAST MILE TECHNOLOGIES - Let's Discuss Them Here8/5/2001
Frank and Geoffrey- I think the ONIS guy was simply saying as broadband becomes LAST MILE TECHNOLOGIES - Let's Discuss Them Here8/3/2001
"If BT agreed to a deal, Oftel would have to decide how it split regulationLAST MILE TECHNOLOGIES - Let's Discuss Them Here8/2/2001
Instead the consortium is believed to be examining ways to increase political prLAST MILE TECHNOLOGIES - Let's Discuss Them Here8/1/2001
elmatador- So one wonders why BT want to sell their local loop monopoly?...I thiLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/30/2001
Peter- A couple of MSOs recently announced 15% yr/yr growth. Three things- telepLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/30/2001
Friday it[SBC] has paid the U.S. government another $3.2 million for failing to LAST MILE TECHNOLOGIES - Let's Discuss Them Here7/28/2001
Peter and geoffrey- I got a flier in the mail a week ago and was going to bring LAST MILE TECHNOLOGIES - Let's Discuss Them Here7/24/2001
Re: VOD over HFC Ray, Frank, and Jim- VOD is here and now. I have it. It may noLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/24/2001
"If the picture quality is improved to that used by a VHS video recorder, tLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/23/2001
Re: Optical Access Posts Peter- You may find a few upstream comments on this thLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/18/2001
Frank- Yes I have VOD. I'm not sure what "TW" is? Time Waster per The *NEW* Frank Coluccio Technology Forum7/17/2001
The problem is that the ILECs have to much power in Washington corridors and theThe *NEW* Frank Coluccio Technology Forum7/17/2001
If, on the other hand, you are actually referring to the ACCESS layer... Frank-LAST MILE TECHNOLOGIES - Let's Discuss Them Here7/17/2001
Network owners want content to be free. Content providers want bandwidth to be fThe *NEW* Frank Coluccio Technology Forum7/17/2001
Frank- Interesting notes. Thanks. My 20% fiber and coax reference came from talkLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/17/2001
FSO is going to be big to apartment complexes - in China, Hong Kong, Moscow, andLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/17/2001
They are asking for a 40% or even 50% cut, and content owners are not prepared tLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/17/2001
10Mbps thru 10Gbps without digging is critical mass. Peter- With this throughpuLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/17/2001
Thread- Huh? Can anyone translate the following. Why is the exact location of a LAST MILE TECHNOLOGIES - Let's Discuss Them Here7/12/2001
"Years of development of free space optical technologies are expected to reLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/12/2001
slacker- Interesting commentary from MOT CC. -Handset business to rebound 2nd LAST MILE TECHNOLOGIES - Let's Discuss Them Here7/12/2001
"An Incyte systems engineer would compile the 15G to 40G bytes of new reseaThe *NEW* Frank Coluccio Technology Forum7/10/2001
"just 5 months ago they were much more optimistic. they know as much as we Alcatel (ALA) and France7/10/2001
"Quokka has sail boat racing which gets, what a .1 share at best at 2 am onLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/8/2001
Verizon is converting its northeast US cell network to fully enabled video and sSirius Satellite Radio (SIRI)7/3/2001
No trunk lines available! Ken- Thanks for posting the Verizon message. Sorry toLAST MILE TECHNOLOGIES - Let's Discuss Them Here7/2/2001
OnCue Communications, a Manchester-based group backed by US investor George SoroLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/30/2001
"Without new applications, Broadband penetration is expected to stall at 20LAST MILE TECHNOLOGIES - Let's Discuss Them Here6/29/2001
Michael- Thanks for the story. It does parallel closely my feelings. What I see LAST MILE TECHNOLOGIES - Let's Discuss Them Here6/29/2001
Jeff- Yes. Anypoint was Intel's answer to Home RF. I think "Home RF&quoLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/28/2001
"You sound like the poster boy for the "early adaptors" club, andLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/28/2001
"I fully expect the IXCs to step up to this plate big time." Crossy- LAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
Ray- Interesting yes. But wrong (regarding the 96 Telecom Act). IMHO of course. LAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
LL- If you mean fSONA to deliver TV? No. Nothing to do with TV. As a matter of fLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
"Not the Act killed the CLECs but the interest rate hikes and a sudden chanLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
Re: BT attacking MSO's via a BellSouth Type Plan British TelecommunicationsLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
Actually it was an attempt of an inference of my behalf. I mentioned that ILECs LAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
"Powell seems to think that money can be pulled off that miraculous tree ofLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
"But the new terms offered by SBC are sparking waves of resentment, lettersLAST MILE TECHNOLOGIES - Let's Discuss Them Here6/27/2001
DT- Very funny! For those that didn't click on the url, I urge you to do so.LAST MILE TECHNOLOGIES - Let's Discuss Them Here6/26/2001
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