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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT -- Ignore unavailable to you. Want to Upgrade?

To: Rob Preuss who wrote (1028)	6/23/1999 8:12:00 PM
From: jeffbas	Respond to of 1250

"Booming", maybe. An awful lot of the growth in the business is from first tier companies selling plants or giving business to first tier ECMs. Although ACTM will now be of a size where they might participate, I really wonder what the growth rate in second and third tier ECMs really is. We could start by adding up a few of the public ones.

To: Rob Preuss who wrote (1028)	6/24/1999 1:23:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 1250

Took a look at the filing. I am shocked at what it will cost us: "Transaction costs of approximately $5.5 million, including investment banking, legal, accounting and printing fees related to the merger;" but not including "Consolidation and integration expenses involved in combining our two companies." In other words between transaction costs and integration costs together, we are talking about at least a $.50-.60 non-recurring charge in the third quarter (and too little cash assets on the balance sheet, even if the Cortelco IPO goes off on schedule).