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

To: joemjo who wrote (1085)	9/3/1999 4:10:00 PM
From: Rob Preuss	Respond to of 1250

Joemjo, No, I haven't seen the Barron's article on EMS. More attention like this for the EMS industry can only be a good thing... even if it doesn't mention ACT directly. I found posts 808 & 809 on the yahoo thread to be interesting, particularly post 809 which makes the point that there's lots of EMS business to go around... even to Tier 2 players. However, while I share the writer's concern that ACT needs to do a good job fully integrating CMC into its operations, the writer appears to be unaware of the many synergies between these companies; two worth noting include: + common processes and equipment => this reduces the need for staff retraining making integration easier. + complementary customer base => this diversifies their business and creates new cross-selling opportunities. In brief, I think ACT and CMC are a good match. I hope their integration efforts move ahead swiftly and smoothly so they can concentrate on selling more to fill up their significant unused capacity. Rob

To: joemjo who wrote (1085)	9/9/1999 3:43:00 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1250

ACT has moved up nicely today on pretty good volume. In the last hour, we've come close to the 52-week high and broken above the point where Tokyo Joe sold us out. => Correction: In the last few minutes we broke out above the old 52-week high with a jump in volume. The price is currently up over 11% so far today. But I've seen no news to account for this. Does anyone have a theory as to why we've moved up so well today? Do you think this will extend into a multi-day rally? Rob