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

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To: James M. Bash who wrote (501)2/26/1998 3:13:00 AM
From: Rob Preuss   of 1250
 
The press release said

- they EXPECT the shortfall to have a material impact on
operating results, and
- it may affect full year profitability DEPENDING ON INSURABILITY.

There's no doubt here about whether there is a shortfall.
What we don't know is how much. The $6.82/sh figure is
merely the absolute maximum it could possibly/theoretically
ever be (if someone managed to abscond with ALL their
inventory from ALL their sites at once)... nobody here
thinks it will be at all close to that much.

PS) I like fixed fonts. Everything stays formatted for me. It
drives me crazy when folks post tables and don't use fixed.
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