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 (1028)	6/23/1999 8:12:00 PM
From: jeffbas	of 1250

"Booming", maybe. An awful lot of the growth in the business is from first tier companies selling plants or giving business to first tier ECMs. Although ACTM will now be of a size where they might participate, I really wonder what the growth rate in second and third tier ECMs really is. We could start by adding up a few of the public ones.

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