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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 (968)	5/10/1999 9:52:00 PM
From: Scott D.	Respond to of 1250

I hope this one does like CLS after they bought IMSX. I had IMSX and am looking good with CLS now.

To: Rob Preuss who wrote (968)	5/10/1999 11:47:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 1250

My comments which are similar to yours from YAHOO: post.messages.yahoo.com Who knows. You might see your $20 target for the end of April 2 weeks late. The analysts have to like it. I particularly like the geographic reach they will now have and the common process equipment, which will give them much more flexibility in meeting customer needs; and the non-overlapping customers, which will permit some of ACT's current customers to increase orders and reduce customer concentration. The two production areas where they will not be represented will be Eastern Europe and Asia. Ireland (ACTM) may offset the first to some extent and Taiwan (CMCI) the second.