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

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To: Jeffrey L. Henken who wrote (1751)8/14/1997 9:34:00 AM
From: jim detwiler   of 3431
 
There was "the Peter Lynch of the tech sector"
on MoneyLine last night (it's funny I can't remember his name) who said he sold most of his Intel position only to see it come roaring back but still believes it's margins will decline during product transition - I hope he's wrong. He strongly believes in networking stocks (asnd,coms,cisco), and that these will come roaring back in the next two years. He also said wireless and telecom stocks were the places to be - particulary likes gems which he thinks is grossly undervalued -
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