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Technology Stocks : General Magic
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To: Jane Hafker who wrote (3312)8/5/1998 12:48:00 AM
From: deepresearch  Read Replies (3) of 10081
 
Jane

Sounds like you had quite a chat!

One piece of your notes interested me a lot:

"The first wave is 3 channel resellers (my notes?) so GM could have complete hands on control, work out kinks and not get oversold and flounder. Second wave is through Tele-Com co's when all works perfect. 3rd is basically the Sacci advertisement campaign for the Christmas huge buying season, which they call the 4th Quarter release, and this is to bundle with whatever else is the third leg. Well thought out. No advertising is actually completely on schedule with what they hope will be a brilliant release plan. "

Let's take a quick look at that.

3 channel resellers - could you mean 1) retail, 2) corporate and 3) with 'device manufacturer' bundles here? Does that makes sense to you in context of your conversation?

Second wave with Telecom co's. Interesting this came BEFORE the 3rd wave which we know is 4Q98. Something tells me we can expect at least one Telco announcement in 3Q.

4th Quarter release - 'the dramatic event' Markman promised. Sounds great to me and I suspect this will be very much Portico v2.0 with some of the great extras in place (Web-On-Call integration for example) and a choice of magicTalk personalites.

Anyway, they sound very confident. Take a look at what I have said and please tell me if I have misread you here.

Interesting what they said about the 'memos from Markman' - so this is his way of answering the net madness.
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