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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT
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To: Rob Preuss who wrote (1166)2/18/2000 10:19:00 PM
From: joemjo  Read Replies (1) of 1250
 
Rob,

I am very optimistic. I just can't see how this quarterly report can hurt them. I don't know if the PE will expand but I think it will. So I doubled up. Having sold 1/3 of my position at 10% lower than I just bought (buy at 34 5/8) I was willing to overcome the emotional pain of buying higher so I am back into this thing with more money than I probably should. Since I always try to think of the negatives I have come up with two. One is the back-end loading aspect of the quarter which will make some holders sell I am sure, but I buy their explanation. Second is can they expand into Europe without making a mess of it. Can they then expand into Asia. Can they really run an international company? Will they pay too much or bite off more than they can chew? Kind of like a BHE mistake. These are the short term risk that I think may take time for the street to digest and they haven't even announced the specifics yet. Long term I think they are in trouble if they don't get a global footprint so I hope they do it and do it well. Did you buy the engineering expertise story as far as the GSS Array story went with, what was it?, RF technology? I have always figured part of the reason ACTM trades at discount to the group was that they don't have the engineering expertise of like a PLXS. What do you think?
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