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 (1990)	9/20/1997 6:33:00 PM
From: van wang	of 3431

jeff....I am looking to buy PAGE, SQNT, GEMS, MDEA, EXBT, MYLX at select levels I have not finished my due diligence on MYLX...and Amir is right that it is hard to ascertain the business circumstances of these cos....but their NetEngine file server makes sense (economically and practical use)...the Openness of its design and exceptional value make MYLX a nice turnaround play....the question is entry (i am in already but not big)...I think they will sell alot of these servers as u know I took 2/3 out of PAGE...i also took 1/2 out of MENT (just dont trust the competence of the current mgmt team) wish i had played GEMS the way Skeet did (in retrospect).. the unfortunate incidence was ODSI...here I was looking to buy ODSI at below $10 (was $10 5/8) and wanted to pull trigger badly but decided to be patient given that no has heard about them (and no news)...then LU buyout rumor on Thursday pushed price up to mid 13s...it will prob push above $15...now something bad will have to happen for it to come close to $11...by then I dont want it cheers

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