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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT

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To: jeffbas who wrote (497)2/25/1998 11:16:00 PM
From: Alfredo Nova  Read Replies (1) of 1250
 
Jeff,
agree completely. Greenlaw will likely resign. I also had the impression that Pino is a intelligent man. My impression remains after hearing the conference call.
He took no questions, but, if I am not mistaken with my memory, even Applied Materials or US Robotics have in the past avoided questions in some conference calls.
He sounded concerned, but not lost. He sounded determined to act quickly and decisively.
Time will tell.
Again, if they continue to ship products to the various Bay etc, we are ok. This is the key question.
ciao Alfredo
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