ACTM $100 Million Cable Modem Contract with MOT

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ACTM $100 Million Cable Modem Contract with MOT

An SI Board Since February 1996

Posts	SubjectMarks	Bans	Symbol
1250	7	0	ACTM

Emcee: Steve Marsel	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
100	Jeff, the Worth section I am referring to is "What they are buying now&quo	Michael P. Michaud	-	5/14/1997
99	Mike, would it be too much to ask you to copy the text here - or at least hit t	jeffbas	-	5/14/1997
98	Jeff, I got my issue in the mail yesterday (05/13/97). I live in Maine and I b	Michael P. Michaud	-	5/14/1997
97	Do you know exactly when subscribers got the issue - so we would know when the	jeffbas	-	5/14/1997
96	All, ACTM was touted in the June issue of WORTH magazine under "what they	Michael P. Michaud	-	5/14/1997
95	I'm Not Qualified At This Point To Assess Valuation. While chart action ha	Asymmetric	-	5/13/1997
94	Anyone care to comment as to valuation at this point? I think we're lookin	Robert Bond	-	5/12/1997
93	Good Call on ACTM Guess I shoulda listened when you nudged me in this directi	Asymmetric	-	5/7/1997
92	Since this is my biggest position, I am pleased to see the recovery. I do not e	jeffbas	-	5/6/1997
91	I was actually expecting this to happen considering the rise in the networking	Robert Bond	-	5/6/1997
90	ACTM up over 3 points [at 3pm] today to 28 3/8! I see no new news; has anybody	James M. Bash	-	5/6/1997
89	Interesting comment in 4/28 Barron's from Roger McNamee, of Integral Capit	jeffbas	-	4/27/1997
88	The only place I have been able to find ACT releases on the net is at the Bloom	James M. Bash	-	4/24/1997
87	I said $30-35 for intermediate term. Although the company could do a better in	jeffbas	-	4/21/1997
86	Compared to JBIL, this company is selling at a discount. Take a look at the nu	Robert Bond	-	4/20/1997
85	Key insider purchase reported today. CFO Greenlaw bought 1,000 shares at $19.25	jeffbas	-	4/19/1997
84	I don't think the shareholders are getting a fair shake with ACT when it co	Robert Bond	-	4/18/1997
83	Revenue stream is now gradually accelerating, with more rapid growth expected	jeffbas	-	4/17/1997
82	Any statements regarding business with current networking customers (Cascade, 3	Larry Unger	-	4/17/1997
81	Jeff, A few questions here. 1) Has the revenue stream changed significantly?	Robert Bond	-	4/17/1997
80	Earnings .37 versus mean estimate of .36. I also listened to conference call w	jeffbas	-	4/16/1997
79	Read your post on the Jabil thread regarding ACTM mgmt vs. JBIL mgmt and though	James M. Bash	-	4/11/1997
78	Company 10-Q due out on Wednesday April 16th at 5pm. Look for $0.36 versus $0.	Robert Bond	-	4/9/1997
77	Minimum P/E for this company should be 15, which on 1997 estimates of $1.60 wo	jeffbas	-	4/9/1997
76	ACTM trading back above $24 today - best levels since late Feb! Hopefully a bre	James M. Bash	-	4/9/1997

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