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

To: Linda Kaplan who wrote (2594)	3/5/1998 7:41:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 3431

kinda and all, i'm going to liquidate most of my holdings. intel's warning is ominous and my experience is that big down moves will take everyone down. shoot 'em all and let thise on the sidelines sort them out later, as they say. i'll keep my gems as i have a small core position only. i'm keeping my genzl as i feel good news will abound for genzl. swtx is a hug position that will be trimmed a little. love the company's future but i can't risk the pain of getting slammed b/c the dell's and aol's of the world are high on crack. i expect to remain about 40% invested.