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

To: Robert Smith who wrote (2783)	7/29/1998 4:56:00 PM
From: Jeffrey L. Henken	Respond to of 3431

I'm sorry Robert. I have no GEMS shares at this time. Due to the Asian crisis Glenayre was unable to deliver on it's second half of 1998 promise, thus far. I was encouraged by the large backlog in orders and am very close to buying in myself but I would have to pick up the phone and call Glenayre first. Why haven't they sold Western Multiplexer? Will they be able to get orders out the door in a timely fashion the rest of the year? Are they going to toy with investors by issuing positive press before they drop another earnings bomb like this quarter or will they really start to exceed reduced earnings estimates in the future. Ask those questions of someone at Glenayre. That's my advice. You still won't be investing risk free but you will feel better. Regards, Jeff

To: Robert Smith who wrote (2783)	7/29/1998 5:58:00 PM
From: robert b furman	Read Replies (1) \| Respond to of 3431

Just bought in @9 3/4 .have owned them higher and sold.This stock should take a positive pop if: They can execute the delivery of their growing backlog(how many tech stocks would enjoy the priviledge of having the backlog to deliver) Get over the slow ramp up of their new pager system. My belief is that they will.This I hope happens next quarter. If so the stock should do mid teens easily but it must issue a rosy future forecast or I think it will encounter some overhead resistance of people wanting to get out of frozen investments. JMHO and BWDIK Bob

To: Robert Smith who wrote (2783)	7/30/1998 7:28:00 AM
From: Linda Kaplan	Read Replies (1) \| Respond to of 3431

Nobody really knows but I'm still buying and averaging down. I bought shares yesterday and probably will buy more before the end of the week. I have a substantial position, too. By the way, I put NO stock in people who recommend calling the company for info about this or that. I've listened to that person and people like him and never found their info to be worth money to me, in terms of predicting stock price. That fellow recommended one stock to me, calls the company all the time, and the stock is lower than where he recommended it to me quite a long time ago. I've got stocks where the shareholders call the company every week, year after year, holding at a loss. It makes them feel under control of things, I guess, but I haven't observed their having more control than the people who don't call the company. Just my personal experience. Linda