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: jeffbas who wrote (149)	7/26/1997 6:47:00 AM
From: Hiram Walker	of 1250

Jeffrey, I almost bought this baby but didn't want to concentrate all my assets in BAY. I have a very large poisition in BAY networks at 22. Well speaking of BAY, I think they will be going into the top 2 in networking in the next 12 months and before the end of the decade they could be numero uno. They have hooked their cart to the right horse,and I think they will both benefit. I think their increased earnings is due to BAY's increased earnings. How much of ACTM business with BAY is with their LANcity cable modem division? How much of ACTM business is with MOT CyberSurfer division? Are they manufacturing more cable modem equipment? I have a large stake in the cable modem business with HLIT stock. I have seen dramatic growth in HFC and cable modems in the past six months,and think this will be the broadband path to consumers,it is growing exponentially. All my stocks are associated with ACTM,but not ACTM. I hate to concentrate all my assets in one area,but ACTM is quite a good company,actually an excellent company. Hiram

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