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: Rob Preuss who wrote (264)	10/23/1997 10:48:00 AM
From: James M. Bash	Read Replies (1) of 1250

From what I remember they are in the process of adding significant capacity in Hudson, MA, but I don't recall how much. I think they are reluctant to simply consider Q3's $10m contribution additive to Q4's results in an effort to play their forecast conserv- atively. I.e., consider it an upside surprise if it works out (as one might think it would). Thanks for a great call summary - couldn't have said it better myself. Only three bits I would add: They secured a major new customer in the medical arena they are excited about, namely HP Medical. The medical and industrial sides of the business grew over the quarter. They said their new Atlanta operation is "ahead of expectations," and "the level of interest [in their new Ireland facility] has been exceptional." They reiterated their next year growth rate of 30%.

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