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Technology Stocks : ATC Communications ATCT
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To: L. R. Hamilton who wrote (2606)6/26/1998 9:48:00 PM
From: Northern Marlin  Read Replies (1) of 2636
 
I've been off-line for a week. I really can't offer any insight to
how the proposed purchase of TCI by AT&T will affect ATCT. I can't
even give an educated guess whether the recent price increase on
heavier volume has anything to do with AT&T/TCI.

Before I left on vacation I received an e-mail from Scott Guffey. Most
of that e-mail was his response to another shareholder's questions
regarding the merger (see JMARTISEK on the investors' board on AOL).
But he also responded to an earlier question that I had asked about
the merged company's renewed dependence on AT&T for revenues.

Ordinarily I would post this sort of information sooner, but Mr.
Guffey's figures were current through 12/31/97. I sent another e-mail
asking for a breakdown of revenues by client for IQI through 3/31/98.
Mr. Guffey declined to provide that information, considering that IQI
is still a private company.

So, below is the e-mail regarding how the merger will affect the
merged company's dependence on AT&T and its other top customers:

By the way, AT&T was 29% of ATC's calendar 1997 revenue - proforma
for the Merger, it would have been 33% of Aegis' 1997 revenue. Also, ATC's
top 10 clients accounted for 97% of CY97 revenue while, proforma for the
Merger, Aegis' top 10 clients would have generated 54% of revenue. The
Merger will diversify our client base.

Regards,

Scott Guffey
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