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 (416)	1/23/1998 6:12:00 PM
From: Rob Preuss	Read Replies (2) of 1250

Thanks for your reply Jeffrey. I now understand that you believe there will be an extra risk discount built into all ECM's for awhile. Based on my limited understanding of fundemental "value" analysis (per Graham & Dodd), I feel that the intrinsic value of ACTM is based on the long-term growth and that, while the price will vary from the intrinsic value (as is does now, based on perceived risk), it will eventually return to be priced in accord with its intrinsic value. In a sense we agree... its just a matter of when folks will shake off the bad Q3 results (and stop building in that extra risk discount).

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