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 (2040)	9/26/1997 11:16:00 PM
From: van wang	of 3431

jeff, skeet and amir...i dont like to read stock reports because I can do my own research but since I have Waterhouse and they provide S&P reports, its a quick way to look at a stock (they give background, etc) before I read the 10K and 10Q...they have GEMS fair value at $26 ...monkeys...how did they get that...they like GEMS long term...HOLD rating...which I cud not understand if they thought fair value was $26...I like it too but my fair value is $17-20 OFF TOPIC: IFMXE...well, i came home and found out my buy order was not triggered...its $1 higher than my buy order level...let me tell u about IFMXE (short story)...yeah they have alot of bad news...but I have a significant holding in SQNT (timothy knows this as I try to push him to buy this in spring)...they make servers so I get all the press releases for HWP, CPQ, SUNW, DEC, DGN, etc..all these guys come out with new servers and they run TPC/D benchmark results...they run these tests on both ORCL and IFMXE...they wud not do this if they thought IFMXE was dying...these tests costs $1-2 million each to perform...all these guys resell database software for IFMXE and ORCL MDEA...well I sold my lot at 6 3/4...knew they were not going to top estimates but any undervalue stock trades up to Q reports...I am going to buy back at $5 1/2...despite not so hot Q, they took in cash...now they have $4 in cash if u pay $5 1/2 u buy the company for 1 1/2...this is a steal...all u have to wait for is a catalyst and u are 40-50%...8 million shares outstanding...$12 million only for the company SQNT...this is going to $40-45 company 1998...they will disappoint this Q because they didnt book the Oxford deal as soon as they wanted...the deals are getting larger and earnings are getting lumpy...and I own alot of shares from below $13...bot more at $22-$24 level will not sell unless I think something is drastically wrong...they are going to be the first to have production ready NUMA NT server for the data center in 1998 BTW does anyone think videoconferencing is a good sector turnaround play...PCTL,VTEL both in the dumps...PCTL is a leader is $10s with $7.5 book and $3 cash just thought I create some stock talk considering there isnt much to talk about with GEMS lately cheers

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