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Technology Stocks : Glenayre Technologies(GEMS)- a pure cellular PCS play?
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To: Nadine Carroll who wrote (3153)7/2/1999 12:31:00 PM
From: Sam Citron  Read Replies (1) of 3431
 
Could be buyout rumors, but I see a comeback in the paging infrastructure business. Pagers are not going to simply disappear as a result of PCS. Instead, paging networks will upgrade to enhanced services and compete on a value basis against PCS. The growth prospects appear particularly strong in China and Latin America, while the recent Metrocall agreement suggests strength in domestic market as well.

Disclosure: Long GEMS @ 5.125
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