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: Jeffrey L. Henken who wrote (1863)	9/10/1997 1:07:00 PM
From: van wang	of 3431

right now I am buying more PAGE...trying to decide whether to add more GEMS and what level---leaning towards buying more the 2 acquisitions are fine...anytime GEMS builds up enhanced telecomm service business and 2 way paging its good but the major trend is the wireless messaging...the mkt is beginning to figure out that pagers could be the wireless vehicle complement to the computers (WWW)...I use the email extensively and always feel that I have to rush to a computer to check my messages...PAGE's gateway (explosion in volume) allows paging custys to get emails via their pagers...i think this is big business...if two way paging can be enhanced further to offer simple emailing, i think 2 way takes off vry big...immediately, if paging services (and they will like Conxus and PAGE) markets pagers unique email aceess package, domestic business will turn around faster than we will anticipate even without 2 way taking off...now analysts are talking about the "synergy" between the internet and pagers---this is the best answering machine we can get which includes portability and value....my how the world has changed in such a short period of time---I welcome pagers renaissance...even then, many providers are offering 2 way features I myself find this service of accessing emails very important svc to increase my productivity...its big...everyone uses emails and how many times do we feel the need to rush home to check emails the disappointment, is that PageMart...one of GEMS custy (and MOT) felt that this messaging stuff is so critical (they were not getting GEMS and MOT's attention evidently) that they decided to build their own messaging servers Messaging is hot!

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