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
1025	Insider trading notes... Gary Barnier of ACTM makes initial filing of 1200 s	Rob Preuss	-	6/15/1999
1024	Old News (27 May 99... new VP's). ACT Manufacturing, Inc. Announces Two Vi	Rob Preuss	-	6/15/1999
1023	Note, CMCI discount has evaporated again.	jeffbas	-	6/10/1999
1022	I am troubled by something else. Why has the discount on CMCI shrunk so much? S	jeffbas	-	6/8/1999
1021	I read a report where analysts are thinking 800 mill in sales for ACT plus CMCI	rich evans	-	6/8/1999
1020	Paul, you may have it wrong on the preferred. CMCI has a preferred stock asset	jeffbas	-	5/21/1999
1019	Doesn't look like Cortelco IPO will fund expansions. Looks like CMCI plans	kolo55	-	5/21/1999
1018	BHE and PLXS have much higher margins, ROE,ROIC,ROA and higher more normal PSRs	rich evans	-	5/21/1999
1017	Far behind BHE and PLXS by what measurement?	joemjo	-	5/21/1999
1016	The CMCI CEO specifically mentioned the Cortelco matter as a favorable developm	rich evans	-	5/20/1999
1015	I was getting bad quotes and had EFTC up 25% and REPT up 40% today. Sorry for	joemjo	-	5/20/1999
1014	Off Topic: I don't think much of REPT at all. KNT is a more interesting par	jeffbas	-	5/20/1999
1013	Anyone, Thoughts of EFTC?? It is having quite the day. Also, REPT, these ar	joemjo	-	5/20/1999
1012	Paul, for some reason exact URL won't reproduce. Just go to freedgar.com an	jeffbas	-	5/19/1999
1011	Good response- lets hear more. When is CorTelco IPO expected? Do you have a li	kolo55	-	5/19/1999
1010	Paul, points well taken. Note CorTelco assets on CMCI balance sheet. Carrying	jeffbas	-	5/19/1999
1009	Hate to rain on the parade... but where is money coming from? In order to rest	kolo55	-	5/19/1999
1008	By the way, my $500,000 of transaction costs assumes no investment banker costs	jeffbas	-	5/19/1999
1007	Good point on a controlling shareholder discount -- making my view of a potenti	jeffbas	-	5/19/1999
1006	Excellent point about the missing ACT analysts on the call. I suspect they are	jeffbas	-	5/19/1999
1005	"market valuation" two thoughts. R2 for earnings stability is horri	joemjo	-	5/19/1999
1004	Rich, I agree with you. However, as I have previously posted, we face arbitrage	jeffbas	-	5/19/1999
1003	In the quarter ending 1/31/99 CMCI did 75MM, I figure they will return to that	joemjo	-	5/19/1999
1002	Yes, I would agree that things are looking up. If ACTM does low 80s for the qua	rich evans	-	5/19/1999
1001	I'd chop $5 million off the numbers for each company, particularly CMCI.	jeffbas	-	5/19/1999

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