Glenayre Technologies(GEMS)- a pure cellular PCS play? Message Board

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

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To: Skeeter Bug who wrote (1728)	8/5/1997 12:35:00 AM
From: van wang	of 3431

skeeter...well, u gotta do what u feel is right i know you still have position in GEMS....i know that people still look at the wireless messaging group as the turnaround area...but i have always like the integrated networking group---messaging business...if you reread the annual on the group: MVP and CNET...looking at the functionalities of the products...you cant help but to think value-added...while we know of the competition in the paging and NPCS arena...who are their competition for the services and products offered by the integrated network group...i think the products in this group are so valuable...just reread the annual and think about the buildup and sellthru in cellular phones and all the providers out there that needs MVP and CNET products and svcs basically, for this year...let paging stabilize and the integrated network group grow...then next year we will see reinvestment by svc providers and both wireless and integrated network group will both kick....GEMS will be hotter than it is today why do you think GEMS is supported...10-15% top line growth this year is not the reason!...i would not pay 20X for expected 10-15% top line growth

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