Michael S. Davies, CFA is a research analyst with over 14 years on Wall Street covering networking, telecommunications, semiconductors, solar, and energy stocks. Mr. Davies has consulted and advised several startup companies in business planning, technology assessment, and market analysis and continues to act as an advisor.
Mike began his career in business development, focusing on computer systems and software before founding a technology consulting and market research firm that provided consulting services for companies such as Apple Computer, Compaq, and Western Digital, and several start-up firms. The scope of consulting services included marketing, research, and business development. Mr. Davies held positions in corporate marketing and management consulting before advancing to Wall Street, where he utilized his extensive knowledge of technology and business strategy as a technology analyst for Ladenburg Thalmann, Gruntal & Co., Caris & Company, and Punk Ziegel & Co.
Mike has published numerous trade journal articles on technology and strategy, delivered presentations at Internet conferences, and has been featured on CNBC, Bloomberg, and CNN. Mr. Davies possesses an MBA from University of California, Los Angeles and BA in Economics from Columbia University.
5 responses so far ↓
1 Peter Einstein // Aug 7, 2007 at 4:19 pm
Content is building well. Organization is a bit dodgy. I’d like to see short article summaries before diving in to full depth.
Also, hard to understand focus. Your PDF purports to talk about semiconductor AND solar, but I didn’t find much solar.
Moving in the right direction.
2 marissa michelle // Sep 6, 2007 at 4:48 am
What about using ethanol in my car?
your the best dad in the world i love you with all my heart
3 dualvendor Anbieter // Sep 13, 2007 at 7:02 am
good story
4 Jason Robinson // Nov 20, 2007 at 3:46 pm
Great content. I just found your site today and intend to read may pages over the next few days.
5 Brad Smallridge // May 9, 2008 at 4:33 pm
I have read your energy statements and would like to add an idea that would quickly mobilize a grassroots effort to reduce our energy requirements.
I suggest an immediate 2009 tax credit for any commercial or domestic entity installing energy producing (solar or wind) or energy saving (insulation,etc.) projects.
Unlike other plans that require a long time for government agencies, investors, construction plans, long schedules, and so on, a tax credit would be more immediate. If, for example, legislation was passed in March 2009, applicable to the 2009 tax year, there would be a huge upswell of activity, as people scramble to buy and install power producing and power saving technologies. To file for the tax credit, some proof of installation should be required.
Consider that the tax credit should be up to 100% of cost. This underscores the urgency of the energy producing and conservation plan by allowing risk free investment in energy by Americans. It gives dollars to those that will squeeze out the most use for the dollar in the quickest amount of time. Many installation jobs would be created as well as create huge demand for small scale energy sources.
This tax credit should appeal to Barack Obama’s grassroots philosophy, should be fairly easy to pass legislature, doesn’t require a lot of government oversight, would reduce the demand on our power grid, and would produce immediate results.
Can we do this?
Brad Smallridge
Ai Vision
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