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 (481)	2/25/1998 5:31:00 PM
From: P.Prazeres	Read Replies (3) of 1250

Rob, You bring up a good point. They did talk about insurability of the inventory....so either they are covered by insurance or they are going to take a charge to write down the missing inventory...if they do take the charge , it's a double wammy, IMO, because the insurance coverage will have been lax and the company pays as the ultimate insurer... whatever the case, though, they have probably destoyed their credibility with the street and that in itself could put this in the doghouse of forgotten treasures. Paulo

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