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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 (2854)	10/17/1998 3:31:00 PM
From: oddmanout	Read Replies (2) \| Respond to of 3431

WHAT'S YOUR OPINION? Cheap stock, many name firms that cover it like MERRILL, MONTGOMERY, ALEX BROWN, GOLDMAN,etc, vital technology, profitability now and bigger going forward, huge backlog of business ($130 mil vs $85 mil revs Q2), just need a good couple of quarters and a decent view of Asia and we'll have a $15-16 stock in a hurry... Risk is complete failure of 2way paging by one of significant paging companies that GEMS basically loaned technology to for a recievable or total obsolescence of paging ....either way we are going up first , question is by how much and is it sustainable, mngmt burned analysts with broken promises in the spring/summer 1998...credibility is and issue....looks like good risk reward under $8 to me...anyone agree...besides LINDA K....or are the risks too great?