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

To: Gordon Quickstad who wrote (506)	2/26/1998 3:36:00 AM
From: Rob Preuss	Read Replies (1) \| Respond to of 1250

Yes. A "Material Impact" could be just $0.01/sh and I hope that's all we're talking about. Let's see... + We don't know how much is the shortfall, + We don't know what caused the shortfall, + We don't know the nature of the shortfall, + We don't know the insurability of the shortfall. + We do know this reflects poorly on management, + We do expect that future sales & capacity are intact, + We hope that customers don't flee. I'm glad to hear so much confidence presented here regarding Mr. Pino. I hope Greenlaw does not just walk without first naming a successor (unless he's guilty of more than incompetence). What was that Chinese curse: "May you live in interesting times".

To: Gordon Quickstad who wrote (506)	2/28/1998 2:51:00 AM
From: Gordon Quickstad	Read Replies (1) \| Respond to of 1250

<<I'll play the guessing game: It'll open $0.50 lower and stay around there, ...>> Hey, I was only off a factor of 10! That's why I don't short term trade with companies that are so mysterious. Also, my guess may have been different if I had listened to the conference call. Pino must have really sounded worried. (How many millions did he lose on paper?) I wonder if Pino relies on his directors enough - surely there should have been consultation about how to bring this matter before the shareholders.