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Technology Stocks : Glenayre Technologies(GEMS)- a pure cellular PCS play?
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To: Timothy P. Ainge who wrote (2416)12/29/1997 9:29:00 AM
From: jim detwiler  Read Replies (3) of 3431
 
ú We expect Glenayre's Dec. quarter to be in-line with our estimate of $0.13 EPS on $106.8M revenue, before acquisition expenses.
ú The Company is in the process of integrating the recently acquired Wireless Access and ODC businesses, and divesting of its wireless interconnect business (Western Multiplex). We view these moves as strategically positive, but believe there exist execution hurdles.
ú We project the Wireless Access and ODC acquisitions will initially be dilutive, but will become accretive by the end of 1998.
ú International opportunities remain strong, though this business generally has lower margins. We expect weakness to persist for core domestic one-way infrastructure.
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