ACTM $100 Million Cable Modem Contract with MOT Message Board

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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT

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To: Rob Preuss who wrote (260)	10/22/1997 8:32:00 PM
From: Alfredo Nova	of 1250

Rob, thanks for the very informative report on ACTM. I trade stocks which look undervalued and therefore I am new to the ACTM thread. I felt the company had good value and I bought at 20.5 and 19. Schroder Wertheim in New York had a buy rating on Sep 17, as we all know, with a target of 58 (WSJ interactive). It is interesting that Robertson Stephens has a buy rating on ACTM on 10/10 (day of the loss announcement) and likely they issued it after the announcement. I am encouraged by the good press release and conference call and I hope that all investors in ACTM will do well with some patience, best regards, Alfredo

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