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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT
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To: jeffbas who wrote (1060)8/1/1999 12:45:00 AM
From: rich evans  Read Replies (1) of 1250
 
BHE is selling at a 16 PE and according to keith Dunne should do 2 bill in revs with 2.25per share in 2000 and should be worth over 50. It now has plants and customers all over the globe and just may be the best stock in the group going forward. So ACT at the same valuation of 15 times earnings could also move ahead percentagewise the same amount if they can execute on the merger.

Rich
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