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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 (1135)	12/8/1999 8:51:00 AM
From: joemjo	Respond to of 1250

To All, (However few or many that is) I think this is the most perilous time of the quarter. If ACTM is having trouble it will come out in the next couple weeks as analysts make their last check-up before the quiet period starts. Last quarter these check-ups resulted in upgrades and notes as to how well the quarter was tracking. My guess is that we will know soon how this quarter is going.

To: Rob Preuss who wrote (1135)	12/8/1999 11:34:00 AM
From: joemjo	Read Replies (2) \| Respond to of 1250

Rob, Tell me what you think of these numbers. Company Mkt Cap 2000 Rev 2000 PE SLR 27,757 15,200 53 CLS 7,667 6,250 41 SANM 6,223 2,100 39 JBL 5,873 3,600 47 SCI 5,713 8,000 26 FLEX 5,018 4,135 41 DIIG 2,546 2,000 35 PLXS 750 610 22 ACTM 490 1,000 19 BHE 410 1,800 17 Notice the clear delineation between first and second tier firms. With DIIG actually being the smallest tier 1 and will be disappearing and BHE dropping the gap has grown to quit the chasm.