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Technology Stocks : General Magic
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To: micny who wrote (7264)11/11/1999 3:58:00 PM
From: dgurgel   of 10081
 
Enjoyed following your comments and John's. You have to probe pretty deeply into GMGC, including using the product, before you can find reason to forgive past mistakes. (Forgiveness can't be expected at all from any poor soul in this since the IPO in 1995.)

I think General Magic's present product is like salt. Not much good by itself (as pure unallied Portico), but very good on telco popcorn, Excite chips, and General Motors steak.

On the need for Markman to be a great technical businessman - you of course know of his great technical background, so the technical part is there, if not the business sense (as required for the CEO). The entire management team profiled on the site, generalmagic.com, looks like a baby bell. They all look pretty solid, not likely to con us.
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