ACEC Message Board - Msg: 15360849

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Technology Stocks : ACEC

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To: gjtceo who started this subject	2/15/2001 8:10:36 PM
From: a.m. fisher	of 3

Obviously you've been caught in the telecom industry slowdown but I think above and beyond industry issues you've lost a lot of investor confidence because of your lack of visibility. You've talked about programs on past conference calls that weren't completed and have over the past six months announced a shift in strategy to focus on Europe. It's difficult to assess these things without any context. How does the European market look and what exposure do you have over there? Also, what confidence should the investor have that these programs will create value? Going back to 1998 you're SGA spend has been greater than 40% of sales on every quarter but 2, yet you haven't shown a significant return on that investment. How can you give us some comfort that the decisions you're making are going to return value to shareholders? Also, how long do you think you'll return to operating margins in the 14% range that you had in 1997 and the beginning of 1998? Also, in the US, do you plan on increasing your allowances for doubtful accounts? I'll let someone else ask a few questions before I follow up ... Thank you, AM Fisher

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