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

To: jeffbas who wrote (584)	3/6/1998 9:17:00 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1250

Jeffery, I think I'm just too scared to let myself agree with you. We're really in a pickle because the only real information we have is that we don't have much information. Its really hard to value a company on that. Could the situation be utterly devastating - yup, but I don't think that's likely. Could the situation turn out to be wholly trivial - yup, but I don't think that's likely either. There's a whole lot between those extremes and its just anyone's guess as to where we really sit. I'd bet that every single investor is nervous right now (except I'd like to think that Pino is calm, deep down inside, with knowledge that his shares are really worth alot more than $11 each). Here's an avenue we might pursue: How about we each pick one of ACT's top customers and call them; it will take some work to figure out who within the customer's organization is monitoring their ACT contract, but that person might be willing to indicate whether any of this stuff makes them nervous or reluctant to do more business with ACT in the future. Somehow I have to believe that if the current and future expected revenue streams are solidly in place then the stock price will eventually recover. Heaven help us if the customers decide to take their revenue elsewhere.