ray.
stupendous response! and definitely worth more than a couple o' pennies. no offense to mike cuz i know he's an AFCI poster as well, but i learned more from your four paragraphs than the 30 score on the board. indeed, i've got much more to learn.
yes, if i'm not mistaken, i do believe that the UMC 1000 is AFCI's only product; however, as you indicated, one of its major advantages, is its flexibility. this applies not only to multiple platforms and configurations, but also to expansion capability: every new "product" announcement is an add-on, for example, SONET/SDH transport, their recent spread spectrum radio (SSR) system, or new compatibility with other systems.
i'd also be interested in your take on teligent particularly because i've got a penchant for following local stocks (although that's not entirely rationale when it comes to investing), but also in light of the man at the helm, ex-AT&T prez alex mandl. in addition, while not a last mile player, might you be familiar with comverse technology (CMVT)? rather interesting history in that their first product provided monitoring and recording of audio, data, and fax to the israeli government for "national security and law enforcement," but now they're the third largest player in the voicemail/messaging market (following their recent merger with boston tech). while LU (octel, actually) is a competitor, CMVT's revenues are generated from telcos while LU's are from 'commercial' businesses, so their markets are somewhat different. it was one of my first stock investments after college (all that disposable income back then, you know) and i've been holding ever since.
thanks again for your stellar reply,
-chris. |
