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Technology Stocks : Glenayre Technologies(GEMS)- a pure cellular PCS play?
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To: Jeffrey L. Henken who wrote (1766)8/19/1997 12:30:00 PM
From: van wang   of 3431
 
jeffrey...i have no new picks...but i continue to evaluate MYLX, ODSI...MYLX because of need for better storage solutions for the growing networks...new products ROME and AutoNet are interesting...ODSI because i have no exposure to data networking and want to be exposed...the big guys are pricey and everyone can see why COMS, ASND, (just not my style)...ODSI has the infinite switch....but neither hhas insider buys...both are entering new product lifecycles...if products hit, stocks head north...if not, time to kiss the donkey

i agree with your near term assessment of GEMS...but $16 level was awfully cheap...and it came and went intraday when someone(s) decided to unload...got to know your valuations

hey DIGI rebounded...this is the only company that always seems to have the right product with the right timing and still has trouble getting it done...while i have gained alot...it pales to my missing out on LU and Nortel

also picked up some more EXBT at $10 5/8...this is a valuation play...fair value is $14 5/8 according to my model...my target is $16-17 by end of year...got to tell you that the industry structure is less than desirable...but the need for affordable backup storage systems with all the networks and data intensive applications bolds well for tape vendors...i do not regard EXBT as a LT hold...if it hits my target i sell...i also think they are a logical target to bought out by an existing computer hardware manufacturer looking to expand their revenue per customers in the same distribution channels

cheers
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