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: rich evans who wrote (971)	5/11/1999 10:57:00 AM
From: Rob Preuss	of 1250

Rich, I agree it seems like a good fit. We're combining 2 weak companies to create one (hopefully) strong company; whether the "hopefully" becomes "really" depends a lot on the execution of management. Now more than ever we'll need to see increasing sales, improving margins, better capacity utilization, etc. I feel the street may be taking a wait and see attitude. I'm sure the analysts are busy evaluating the news and will advise their clients soon. Sometime in the next couple of months, we may well get a nice fresh in-depth report on ACTM from one of these analysts... that could bring in some big longer-term buyers. One point I've not seen raised is that this merger may bring higher visibility into the performance/operations of ACTM. As long as I've been holding ACTM I've lamented the fact that we see no news, not one teeny tidbit of information, between quarterly conference calls. Its my hope that, due to the influence of CMCI (and the generally larger combined company), we'll see more press releases, a better website, real investor-relations, etc. But the bottom-line to the stock price is the top-line and bottom-line performance of the new company. Rob

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