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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)10/21/1997 10:52:00 AM
From: 4finger  Read Replies (1) of 3431
 
Thanks for that comment. Interesting point re: the leasing of pagers in the developing markets. The issue of how/if paging competes with PCS and cell is really something I have been trying to get my head around.
I visited the GEMS Vancouver facility about 6 months ago. Things seemed flat out at that time, and the loading docks were stuffed with crates heading to everywhere but north america. This did seem consistent with guidance of prior Quarter.
One other note. The Vancouver facility is at capacity and expansion is planned. Any idea what capacity slack is like in Charlotte?
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