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 (956)	4/28/1999 8:13:00 PM
From: jeffbas	Read Replies (1) of 1250

Great summary Rob. I haven't listened to call yet and it will be an excellent reference. I have two comments and one question. I am skeptical that cable margins from more cable business will be able to help the GM as he stated -- if they are having cost structure issues. It sounds like they lost cable business because they wanted too much margin from it. It is scary that 75% of sales was in last half of quarter. My guess is that the 500,000 increase in fully diluted shares is because a bunch of options got back in the money in Q1. What do you think? (Because this was probably not in analyst estimates they actually beat the $.20 numbers by a penny, in my opinion.)

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