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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT
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To: kolo55 who wrote (381)1/8/1998 12:16:00 AM
From: jeffbas  Read Replies (1) of 1250
 
Paul this kind of analysis can't get more than a "feel" as to how they might be doing. Their customers are so large and have so many lines of business that it would be difficult to know how the specific ones ACT
is producing are doing. (I once maintained an index of their main customer's stock prices weighted by ACT's percent of business with each - it did not help much.)

Don't forget EMC is a major customer.
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