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Politics : High Tolerance Plasticity

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To: Wowzer who wrote (37)	2/21/2001 10:41:22 AM
From: jim_p	of 23153

Rory, There were concerns about certain balance sheet items, which have been corrected in the last Q. In 4Q, A/R declined from 90 days to 62 days. Customer concentration improved, NT declined from 20% to 6.3% 4Q earnings were great, the balance sheet is in great shape, and the future growth prospects are great from recent acquisitions and increased outsourcing in the tech industry. I would view the 6 million shorts as a positive. I sold 4000 shares this morning at 23.50 for a nice profit in several days. ACTM is still my largest holding. I believe the cut backs in the tech industry will benefit ACTM, and ACTM is selling at a 70% discount PE ratio to it's peers. Average CEM forward PE is now 24.8, and ACTM is 7.2X. ACTM could easily run back to 30.00 if we ever get a good correction in the Naz. Jim

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