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: Rob Preuss who wrote (1226)	9/2/2000 3:12:59 PM
From: G.M. Flinn	Read Replies (1) of 1250

Rob, re: ACTM and relative valuation. Congrats on your "win" with ACTM. I actually increased my position in the mid-$30s to a fairly significant stake. ACTM's relative valuation is still a screaming buy, and with their move into higher margin niches I think the stock has a long way to run. I can't imagine it staying this undervalued vs. the other CEM co's. Either the other CEMs significantly pull back, ACTM continues its rise, or another CEM will buy ACTM (remember HDCO). ACTM's relative valuation is so low that just about any of the CEM co's could buy ACTM for twice its price and still have the deal be accretive. For what it's worth, below is a link to my updated CEM valuation comparison as of 9/1/00. Message 14319349 Glenn

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