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Technology Stocks : General Magic

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To: Gandro who wrote (6342)	6/17/1999 9:29:00 AM
From: David Phaneuf	Read Replies (1) of 10081

Neil, Question 1 Will the NOC handle the anticipated traffic? I will assume one of the reasons that they added hardware to handle 500,000 was to handle this need. After now with the few thousand users they could track time usage etc. I can see only positive press in a way if they say that now they can't handle 500,00 users at a given time and they'll have to add another NOC or additional hardware. That would be very good. Question 2 Will the advertising revenue cover the expenses? Well I will assume the 800 numbers are part of a deal with some telecom companies for exchange of something which will mean cost of 800 numbers next to nothing. The rest covering equipment and network admin. time which there will be support needed to run this " Free " business. It certainly will give exposure and further study of usage needed to point to what directions are best for the company to take. So far Portico is still a solution in need to find a problem to solve! I have great hopes for GMGC future and know convergence is the next wave of tech. Who will be the winners? My concern of some of this is what has MSFT taken out of this and will be using it for themselves! David

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