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: kolo55 who wrote (239)	10/10/1997 10:25:00 PM
From: jeffbas	of 1250

Paul, my experience is somewhat different than yours - I have found that in the small cap arena the first disappointment is in most cases not the last. I spoke with Pino for about 20 minutes this evening and could probably provide an answer for anyone's question. I would like to stimulate an active discussion this weekend as our amounts of stock are not a material influence on the price and we could all buy more or sell without much impact, if we can develop an intelligent opinion. An AOL poster said his father, an A G Edwards broker, said they changed it from a buy to a speculative buy early today with a 12 month target of 30, and thought it a one quarter problem. To Rich Evans - Not only were sales down but the decline turned out to be weighted toward the higher margin customers.

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