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

To: Rob Preuss who wrote (587)	3/6/1998 9:38:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 1250

Rob - you hit the real issue on the nose - whether the customers are solidly in place. I do not know, but STRONGLY advise against trying to contact any. Let what you hope to be sleeping dogs lie. You could make the situation worse by speaking to them, and could not make it better. My last post does suggest an idea. Their creditors, both trade and bank, might be nervous, have contacted the company and gotten some more info than we have. I recommend sending Creditman an email asking for the favor of a call to peers in MA, for what the trade creditor grapevine is saying out there. If he would be willing to do it, I am sure that there is grapevine rumors/info. (Please email me privately the results as necessary as I still have family and friends invested.) For what it is worth, assuming the situation is not trivial, but (non-catastrophic) serious, I really think that the short term risk/reward (absent a takeover) is about equal, at 3 points. Do not worry about the shareholder lawsuits - they are always settled and designed by all parties to be affordable, without regard to how the shareholders may have been hurt.