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Technology Stocks : Glenayre Technologies(GEMS)- a pure cellular PCS play? -- Ignore unavailable to you. Want to Upgrade?

To: jim detwiler who wrote (2418)	12/29/1997 1:03:00 PM
From: Linda Kaplan	Respond to of 3431

Thanks for posting your assessment. I appreciate it. Linda

To: jim detwiler who wrote (2418)	12/30/1997 12:21:00 AM
From: Timothy P. Ainge	Read Replies (1) \| Respond to of 3431

Good post Jim and I agree. Being a short term focused investor, your post tends to lead credance to my postition that the stock is a good play in single digits. There is still a lot of risk to the Asian markets and NPCS is a far cry from a success. Factor in financing risk, I hope you did, and you have a potential for a few marginal quarters at best. Top that with dilution from recent acquisitions and a hell of a buying opportunity presents itself. I come from a paging background and know the players at GEMS. They will survive this short term setback, and I will play and make money here again. Not yet though. Van, thoughts? Best to all.