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

To: Stephen M. DeMoss who wrote (2769)	7/22/1998 7:08:00 PM
From: JSD	Read Replies (1) \| Respond to of 3431

Steve: Good point! I have been following GEMS for the past 2 years - first purchase at 35. Added more at 15, 11, 10... Then kept selling on its way up to 20. Was completely out of it around 17 - I think I finally broke even. I know they seem to have good technology and MOT is their largest competitor. But look at mot - they are struggling too. Need to be aware of the market conditions and play accordingly. Was tempted to pick up more GEMS when it dropped to 11 before earnings release - but thought that somebody is selling before earnings release maybe they know something so decided not to buy - I guess got lucky! (Now if I had applied the same logic to GENZL - another of Linda's favorite!! I liked it too much and picked up a bunch at 5 1/2 ;-() Will pick up GEMS once the dust settles ( or after the Kahuna hits). I have reviewed the GEMS technology/products it appears good but the conditions for Paging industry is not good considering the SEA mess. J. Linda - hang in there -gems and genzl will be winners!

To: Stephen M. DeMoss who wrote (2769)	7/22/1998 7:43:00 PM
From: SIMember0123456789	Read Replies (2) \| Respond to of 3431

Don't buy GEMS!!! Management consistently lies about future earnings, and can't be trusted! This puppy could easily slide down to $2-5 range. Have seen it happen before with other companies.