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 (412)	1/23/1998 3:55:00 PM
From: rich evans	of 1250

Thanks for the good report. I have acquired quite a large postion in ACTM by averaging down. I started at 30. I don't think you will be right on the PE of 28. All the ECM's and especially the smaller domestic ones have had their PE's reduced. I have lowered my expectations to about 18 PE. I wrote a PCB company recently to suggest they follow the DIIG example and buy into the assembly area. I mentioned ACTM as one candidate. As you can see I don't like to be underwater with a stock. ACTM and SFLX are my blub,blub blubs. Whoops forgot ELAMF, can't see it I guess from the surface- its too deep. Rich

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