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

To: van wang who wrote (2457)	1/14/1998 11:11:00 PM
From: van wang	Respond to of 3431

clarify...the revenue recognize for Chinese networks are one way paging networks

To: van wang who wrote (2457)	1/15/1998 7:50:00 AM
From: Paul Dubsky	Respond to of 3431

Looks good to me. I particularly like point #5, that world-wide paging subscribers will double by the year 2001, to 200M! Doesn't appear to be an industry in decline afterall. Whenever a new technology comes out (e.g, cellular and PCS), everyone thinks that it will immediately wipe-out the existing technology. However, 1) if it eventually does, it takes years, not months for it to happen, and 2) in most cases, the older tech usually finds its niche and goes on strong for years to come, if not even stronger. Hey, cable was supposed to wipe our TV broadcasters, but in actuality, it strengthened them! Thanks for the indepth report, van. Paul

To: van wang who wrote (2457)	1/15/1998 9:02:00 AM
From: Crash	Respond to of 3431

Van, The product advantage referred to concerning the ODC product is related to their prepaid wireless product. The ODC product is the only prepaid wireless product developed to date that allows for a subscriber to place and receive calls in a roaming mode with enhanced fraud protection while roaming. Most prepaid providers do not even provide for roaming capability and those that do will only allow you to place calls, not receive them. I suspect that this advantage coupled with the fact that GEMS did not have a prepaid offereing, drove them to purchase this company. It will be interesting to see how GEMS will integrate this product into their current systems as the system architecture of the two is incompatible. Will they forsake one platform for the other or will they keep two distinct systems as seperate products? That would be a good question for when you speak with one of their engineers. Regards, Crash