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

To: kolo55 who wrote (446)	2/18/1998 11:58:00 PM
From: Alfredo Nova	Respond to of 1250

Thank you Paul. Clearly the market has good confidence. Personally, I am now well into the black with my initial cost (bought at 20, 14.5 and 13.5) and will likely hold longer. good luck, Alfredo

To: kolo55 who wrote (446)	2/19/1998 5:48:00 PM
From: Rob Preuss	Read Replies (2) \| Respond to of 1250

Paul, Do you have a price or forward P/E target for ACTM? Based on my conversation with Doug Greenlaw (CFO) a few weeks ago, I expect their earnings report will come in profitable for Q4 (as they predicted last October).. in line with analysts estimates ($0.05/sh). I also expect that their remarks during the conference call will offer confidence that they'll easily meet consensus estimates of $1.28/sh for CY98. What do you think will happen to the price in the months ahead if things actually pan out in this earnings report and conference call as I expect? Rob