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Technology Stocks
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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875 It could be moving with the industry. PLXS and BHE are closest and doing well. rich evans-11/19/1998
874 No news but nice price action on this stock recently. Anyone buying at the (scRob Preuss-11/19/1998
873 Jeffrey, + Yes, I got the same read as you on Pino's demeanor. He seemsRob Preuss-11/2/1998
872 PS - If you want to look at 2000, if they get back on track, you could be talkijeffbas-10/30/1998
871 Rob, I would take $1 million sales off Q4 (sales would not grow quite as much ajeffbas-10/30/1998
870 Estimates of future revenue and earnings... Here's my current estimate of Rob Preuss-10/30/1998
869 Jeffrey, Welcome back to the fold! Yes, I am a bit amazed... I'm also quitRob Preuss-10/30/1998
868 I guess I was premature. A very experienced businessman friend of mine (who owjeffbas-10/30/1998
867 The last question of the Q3CY98 conference call was posed by Tony Bose of A.G. Rob Preuss-10/30/1998
866 Rob, you may be amazed to hear that I have joined the club again - in the middljeffbas-10/30/1998
865 Q3CY98 Conference Call Replay... Just dial 888-266-2086 and give passcode 106Rob Preuss-10/29/1998
864 I just checked in and was surprised to see ACTM last traded at $8/sh. The rangeRob Preuss-10/29/1998
863 I agree 100%, Paul. Just a historical footnote. Last Fall when they lost 3-Cojeffbas-10/29/1998
862 I agree with you on the risks for this stock. I think the comment about not cokolo55-10/29/1998
861 (I love those shows by the way.) With respect to: "They serve more speciajeffbas-10/28/1998
860 Thanks for the CC, Rob. I like ACTM mostly from the macro picture, that in-houBMcV-10/28/1998
859 Yes Rich, I did get your stuff. Glad you liked my notes. RobRob Preuss-10/28/1998
858 Yes Rich, I did listen in on the conference call and I agree that there seems tRob Preuss-10/28/1998
857 Jeff Bash: alias Columbo, alias Cadfael, alias Poiret, alias Sherlock, alias Morich evans-10/28/1998
856 Great notes, Rob.I printed them in place of mine. Did you get my stuff? Richrich evans-10/28/1998
855 Gross margins were 7.4% versus 5.4% in Q2. Indicated GM would increase to 8.25-rich evans-10/28/1998
854 Bruce, I'm happy with these results. They appear to be very much in line Rob Preuss-10/28/1998
853 Notes from Q3CY98 conference call... As has been the case in the past few quarRob Preuss-10/28/1998
852 anyone know what margins were? on its face results appear better than last quarJoseph Beltran-10/28/1998
851 Well Rob, Did you listen to the cc? Looks like a little light at the end of therich evans-10/28/1998
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