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 (420)	1/26/1998 12:38:00 AM
From: Larry Unger	Read Replies (1) of 1250

<<they had a surprise bad quarter (which coincided with all the global market problems) >> They lost 3COM as a customer (their biggest) -- that shook the confidence of every ACTM investor (as it should). What are they going to replace this loss with? The global BS had very little to do with their "drop". They are going to have to show growth without 3COM and also clearly state how they will continue that growth here in the States.

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