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Technology Stocks : Glenayre Technologies(GEMS)- a pure cellular PCS play?
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To: Thomas C. White who wrote (2169)10/20/1997 8:44:00 PM
From: Machaon   of 3431
 
<< International paging infrastructure business has always been a major focus for GEMS >>

Agreed. But, Glenayre had to do some serious restructuring in the last part of last year and early this year due to the greater, than forecasted, slowdown in domestic orders.

<< Keep in mind that most GEMS business with regular customers is "routine" steady shipments >>

======> From the JUN97 10Q
====================================================================
Large orders from customers can account for a significant portion of products shipped in any quarter. Accordingly, the shipment of products in fulfillment of such large orders can dramatically affect the results of operations of any single quarter
=====================================================================

<< Two way paging (NPCS) has not proven itself to be very attractive for the large international operators, at least not yet......... >>

Very interesting evaluation. Thanks.

<< My thinking is that GEMS results will not depart too far from their previous coaching to analysts. >>

I still feel that they will come in lower than expected. But, after listening to Skeet's points, I think that they will come in higher than my original forecast of $.19

I am still looking to pick up the NOV15 PUT, again, if it comes down in price.

Regards,

Bob
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