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

To: jeffbas who wrote (1051)	7/23/1999 9:56:00 AM
From: joemjo	Read Replies (2) \| Respond to of 1250

Jeff, Just trying to get a grip on quarterly earnings. Of the ten EMS companies I looked at 2 (SLR & JBL) reported a May ending quarter, 5 (FLEX, SANM, DIIG, BHE, & PLXS) reported June ending, and 3 (CLS, SCI, & ACTM) haven't reported so I used estimates. I took the price divided by annual run rate (price divided by 2nd quarter x's 4. Average pe/arr was 31. ACTM came in lowest at 16. SLR was the highest with 55. This makes me comfortable with ACTM's valuation and potential. I do not share your large concern with operating earnings verses net earnings.