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: kolo55 who wrote (572)	3/5/1998 8:10:00 PM
From: jeffbas	Read Replies (2) of 1250

Thank you Paul for doing the due diligence that I failed to do, and reminding me of that trap. Unfortunately, you also remind me, painfully I must admit, that I used to compare ACTM favorably with FLEXF, because at the time it did have a better growth and earnings record and a much better balance sheet :-( A bit of expensively earned wisdom that I have learned over and over again in technology - the company with the better products and/or strategy when combined with good mgmt will succeed over the company less endowed, despite what traditional valuation measures would suggest. VTSS had great products, but a poor track record and balance sheet. FLEXF had the correct strategy and good mgmt to implement it, but a mediocre track record and balance sheet. ACTM had the right strategy for a time - soak up all the business in your region - but neither the vision or mgmt to go to the next level with the market.

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