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 (995)	5/18/1999 6:25:00 PM
From: joemjo	Read Replies (2) of 1250

I am pleased with the outlook for this new company. This quarter was a pothole which is now behind us. Okay maybe a ditch which we got stuck in for a whole miserable night but we are on our way now. Uncertainty over CMCI being a productive growing part of ACTM should be somewhat alleviated. Mr. Pino's optimism seems visible now. If the market is going to be a "show me" market then we will have to wait three more months for CMCI show strong sequential revenue growth. Another thought, If the merger could get done this month I think the new combined company would make the Russell 2000 index. That would up our chances of decent coverage if the story plays out as we hope it will.

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