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: joemjo who wrote (1170)	2/20/2000 9:25:00 PM
From: Rob Preuss	Read Replies (1) of 1250

Hi Joemjo, Thanks for your remarks... and welcome back. I'll add to your "negative" comments that I'm disappointed they have not yet made anything out of their Ireland plant. They keep trying new things (changing management and sales staff) which is good... but no real results yet. This is starting to get old. I get the impression that Jeff Lavin, CFO, is really on top of things... and tells it pretty much as it is... while Pino tends to sugar-coat things a bit. Anyway, this is my vote of confidence in Lavin. That doesn't say they won't make a mess of some acquisitions, but as you point out... its necessary that they try. I hope they can find something that's as clean a fit as CMC was. As to whether they've really enhanced their RF engineering expertese... I haven't a clue... Yes... they're trading at a discount right now... that's why I'm still here. The numbers say they should be in the mid-50's right now... not sure why we're in the mid-30's but I'm hoping we get to be "fairly valued" before we get hit with some unforseen negative surprise. Best of luck, Rob

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