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: jeffbas who wrote (989)	5/17/1999 5:19:00 PM
From: joemjo	Read Replies (1) of 1250

Call me an optimist but I am pleased that CMCI could maintain margins as well as they did with anemic top line revenue. After all look back a few quarters to see how bad things can get with decent revenue. I hoping for a RelTec and Next Level rebound and a steady DIMD to return CMCI quarterly revenue of $75M. Margins should increase and the reasons for Pino's optimism becomes visible to us. Do you think I am correct about ERICY using WRLS technology and CMCI manufacturing for the same product? It does sound better to be building for ERICY than WRLS doesn't it?

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