SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ATC Communications ATCT -- Ignore unavailable to you. Want to Upgrade?


To: L. R. Hamilton who wrote (2606)6/24/1998 11:07:00 AM
From: Steve Lamont  Read Replies (1) | Respond to of 2636
 
Wow, good start to the stock today.

Did anyone else get a phone call last night from some kind of 'proxy' service. They ask me if I had any question about the proxy (also gave me a 1-800 number if I had any question later). I wonder if they are having problems getting the proper votes for the merger or is this proper protocol

Steve.



To: L. R. Hamilton who wrote (2606)6/26/1998 9:48:00 PM
From: Northern Marlin  Read Replies (1) | Respond to of 2636
 
I've been off-line for a week. I really can't offer any insight to
how the proposed purchase of TCI by AT&T will affect ATCT. I can't
even give an educated guess whether the recent price increase on
heavier volume has anything to do with AT&T/TCI.

Before I left on vacation I received an e-mail from Scott Guffey. Most
of that e-mail was his response to another shareholder's questions
regarding the merger (see JMARTISEK on the investors' board on AOL).
But he also responded to an earlier question that I had asked about
the merged company's renewed dependence on AT&T for revenues.

Ordinarily I would post this sort of information sooner, but Mr.
Guffey's figures were current through 12/31/97. I sent another e-mail
asking for a breakdown of revenues by client for IQI through 3/31/98.
Mr. Guffey declined to provide that information, considering that IQI
is still a private company.

So, below is the e-mail regarding how the merger will affect the
merged company's dependence on AT&T and its other top customers:

By the way, AT&T was 29% of ATC's calendar 1997 revenue - proforma
for the Merger, it would have been 33% of Aegis' 1997 revenue. Also, ATC's
top 10 clients accounted for 97% of CY97 revenue while, proforma for the
Merger, Aegis' top 10 clients would have generated 54% of revenue. The
Merger will diversify our client base.

Regards,

Scott Guffey