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

To: Thomas C. White who wrote (2697)	5/6/1998 2:47:00 PM
From: Robert Floyd	Read Replies (1) \| Respond to of 3431

>>PageNet is very price-oriented, so it has to mean that GEMS could be taking it to MOT on price for the next-gen pagers. This would be very interesting, because GEMS has good connections to many of the paging operators worldwide, so the sales channels are there. There are a lot more dollars spent on pagers than on infrastructure and it could denote a new revenue equation in GEMS's product mix.<< GEMS may not be making much money on these pagers in a bid to win contracts away from MOT. The new revenue may not be as much as you might hope. Let's wait and see what margins we're talking here.