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Technology Stocks : Glenayre Technologies(GEMS)- a pure cellular PCS play?
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To: Jeffrey L. Henken who wrote (1369)7/10/1997 5:20:00 PM
From: viggy vig   of 3431
 
Jeff,

I agree with every part of your trading philosophy. Although, you have been more successful. I picked SERA (now PMCS) for 13 and rode it to the 20s based on all of the things that you mentioned. With the same technique, I was unsuccessful with CRUS. I believe that GEMS is a big winner and we are looking at a $30 stock by year end. What is your opinion on ZRAN. I know the PE is high but I think fundamentally the stock is sound. Also, I have used the same approach for SIII now, the PE on the stock is extremely low and the company is a leader in 3D graphics.

Please respond. Go GEMS!
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