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

To: Tom Hua who wrote (311)	11/6/1997 8:46:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 1250

But note that Ascend might be only an 8% or so customer, and technology products are always declining in price. Further, we do not know if ACTM is making trailing edge products which may be getting the price cuts or leading edge ones which may not. But it is clear that this is just another (small, in my opinion) uncertainty of many that exist here. Paul do you have an opinion on the correlation between a cut in the seller's price and the ECM manufacturing margin?