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: James M. Bash who wrote (211)	10/6/1997 10:53:00 AM
From: rich evans	of 1250

Jim, why is ACTM so weak? Still looking at this stock and may start fishing. If you compare ACTM to the other mid-tier assembly companys which I did such as PLEXUS and BHE, ACTM is valued much less from a P/E and PSR standpoint both present and forward. There are some unknowns which you pointed out awhile back but aren't these normal business changes and also create opportunities.Would be interested in your present opinion at these prices. Rich

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