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: G.M. Flinn who wrote (1159)	2/16/2000 7:47:00 PM
From: Rob Preuss	Read Replies (1) of 1250

Pino predicts Q1 revenue about $220M-230M and EPS about $0.34-$0.36 Pino would be "disappointed" if CY00 revenue came in at "only" $1 billion. Their biggest problem is in getting enough parts. Q4 revenue could have been $5-10 million higher if they were able to get the parts. They're looking hard at potential acquisitions in Europe and the Far East... they've just opened a large new manufacturing facility in Massachusetts and they're looking to expand their facilities in California. All these things should come to pass during CY00. All analysts are saying: "Congrats on a great quarter and a great year." Source: Q4 Conference Call.

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