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

To: Alfredo Nova who wrote (329)	11/17/1997 1:06:00 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 1250

Does ACTM have a piece of the new high end switch COMS announced today? ACTM suggested in their SEC 10-Q that COMS is reducing outsourcing (to ACTM). Same question about the today's low end BAY announcement. Lastly, is ASND going to continue outsourcing the Cascade Communications PCB's to ACTM? It appears not from the change in revenue. The SEC 10-Q does NOT look promising. It contains an unusually large amount of "if" statements, as well as numerous warnings about various costs that will "significantly" increase in the future. At the current price it appear a reasonable deal, but my condolences to anyone still holding who bought above 30. Ken