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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 (1143)	12/31/1999 12:45:00 PM
From: joemjo	Respond to of 1250

Rob, Finally got the paper. Just a nice overview. Kind of a negative tone in my estimation as it discusses the past inventory problem. But fortunately the numbers don't lie and it quotes first call estimates of $1.71 for 2000 and $2.27 for 2001. Also quotes Lavin as stating that the company has more business than he can "shake a stick at". Also read CL King's report published on 12/17/99 which stated that business was "good" and that they were comfortable with estimates. Now I had better go and pick up my wife's Christmas gift which is finally ready. Happy New Year and may ACTM experience the same annual return next year as it has this.

To: Rob Preuss who wrote (1143)	1/7/2000 9:24:00 AM
From: joemjo	Read Replies (1) \| Respond to of 1250

Rob, I have some recent concerns. SLR and SANM announced that they purchased Alactel facilities. Does that jeopardize ACTM's relationship with ALA which I think was a major theme for growth this year. Also, Premisys sold some of itself to SLR. Premisys was and I think is a customer of ACTM. These two developments show the vulnerability of a company of ACTM's size. Just too small. Of course this is a concern not a conclusion. Perhaps these are non-events and ACTM is pursuing its strategy without problems from competitors like SLR.