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

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To: Linda Kaplan who wrote (1368)7/10/1997 4:29:00 PM
From: Jeffrey L. Henken   of 3431
 
Linda if you sell all the losers...all you have left are winners. Three can be fun! Ha! Ha! Seriously this was an awfully strong move for GEMS today. I'm going to look for more news. I wonder if there is any real teeth(dental joke) behind that buy-out rumor. I hope not. As for PRMS if your counting that one as one of mine, don't. The PE is way too high. I liked the insider buying and everything but....The analyst upgrade today without an earnings upgrade for 98? GEMS is still a better value. Here's a list of stocks I think are worth watching:

ESST, buy below 14

DGII, buy below 10

XIRC, buy below 10

ANET, buy below 13

On this list I already own DGII. Read the thread and the news releases do some fundamental research at WSRN and you'll see why I like the risk to reward. I also own ANET. No insider buying yet but the investor relations person let it slip that she would love to buy at these levels if she could. After earnings are reported she just may do that. Regards, Jeff
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