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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 (1128)	12/1/1999 3:09:00 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1250

An individual posting on the Yahoo thread speculates that Jabil Circuit (JBL) may purchase our ACTM: messages.yahoo.com This individual makes the following points: + JBL has filed a shelf registration that could net them about $750 million. + At $45/sh (a 50% premium over the current price) ACTM would cost about $700 million. + Such a 50% premium would be reasonable since its about the same as that paid for SMOD. + With an estimated FY00 EPS of $1.66 for ACTM, such a purchase would be immediately accretive to JBL. This individual also states that the two businesses look highly compatible. Comments? Rob