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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 (999)5/19/1999 10:14:00 AM
From: joemjo  Read Replies (2) | Respond to of 1250
 
Rob,

Do you want to take a stab at 3rd & 4th quarter revenue for the combined companies? My guestimate: 9/30/99 = 170MM, 12/31/99 = 180MM.

3rd quarter 90MM from ACTM and 80MM from CMCI.
4th quarter 95MM from ACTM and 85MM from CMCI.

Thus exiting the year on a 750MM run rate.



To: Rob Preuss who wrote (999)6/8/1999 4:41:00 PM
From: rich evans  Read Replies (1) | Respond to of 1250
 
I read a report where analysts are thinking 800 mill in sales for ACT plus CMCI for 2000. Any ideas on margins? Should be about 13.25 mil shares out after merger. Stock is not responding to this favorable development. Could be problems with Ascend or old Bay Networks business. Anyway this stock is sure underpriced compared to PLXS or BHE its comparable competitors and way below the big boys.

Rich


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