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Technology Stocks : Glenayre Technologies(GEMS)- a pure cellular PCS play?

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To: Kevin K. Spurway who wrote (1357)7/10/1997 11:29:00 AM
From: Amir Shalit   of 3431
 
Kevin, in general it's very hard to find bargains these
days. Nothing like GEMS at book value...

The only things I like is BOST (Boston Chicken),
PAGE (Paging Network) and HQH/HQL for biotechs.
I would try to avoid companies with business linked
to the computer industry in general, mainly semis and
semi equipment, disk drive companies and boxmakers.
ESST falls into this category.

Amir
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