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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 (1012)	5/20/1999 12:16:00 PM
From: joemjo	Read Replies (1) \| Respond to of 1250

Anyone, Thoughts of EFTC?? It is having quite the day. Also, REPT, these are both in my Electronic Manufacturing Services universe. Both are on the low end of size. Both were down approxiametely 75% in the past year as of end of April. I hope nobody takes offense at posting these questions on ACTM's thread but our discussions should keep ACTM relative to its competition.

To: jeffbas who wrote (1012)	5/20/1999 4:18:00 PM
From: rich evans	Read Replies (2) \| Respond to of 1250

The CMCI CEO specifically mentioned the Cortelco matter as a favorable development and that CMCI is a selling shareholder. SEE: Message 9598328 ACTM at this point based on price is an interesting speculative investment IMO. Its price at 12-14 is far behind its contemporaries like BHE and PLXS and hopefully is a turnaround play especially if they could hire a top notch CEO as you pointed out. But it is not a long term play in my opinion like Patroller's favorites FLEX and JBL or even DIIG these days. Rich