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 (2089)	10/12/1997 9:23:00 PM
From: van wang	of 3431

ANET's 10K did not state NN as a direct competitor...did mention the Cisco...and Fastcomm why be bullish on Fastcomm over ANET...think ANET has a better product line and they are making a play for telephony gateway servers (telephony over frame relay networks)...ANET is darn cheap...we need to make adjustment to earnings and they had a pretty good year...at $0.57 earnings per share in fiscal 97 the problem is mgmt stated that if Source com deal goes through (which it did---asset purchase)....they will spend alot to commercialize the technology which would hurt current fiscal...so everyone ran Sourcecom is important because they will be able to make their own frame relay switch (which they now buy from ASND/Cascade) they also have technology partnership with CS they also just allied with Netspeak and will take equity position for gateway servers YES, there always is problems with integration and they are going thru this with delta, dynastar and presticom purchases they are buying back shares $10 million allocated (about 10% of outstanding) we will have more to talk about after earnings cheers

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