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Technology Stocks : General Magic

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To: Mike MacNaughton who wrote (6593)6/29/1999 8:04:00 PM
From: Michael Feldstein  Read Replies (1) of 10081
 
Mike,

The answer to your question is somewhat complicated. To begin with, we are talking about network-driven voice systems, as opposed to voice systems that live on individual PCs. General Magic is not necessarily competing, for example, with Dragon Systems, although there is some overlap.

Within their space, General Magic clearly has a more advanced and robust system than any of the competitors. Sure, there have been lots of announcements, but there are really only two other currently shipping products that I know of (Webley and Wildfire), and they are both more primitive. More to the point, they are aimed only at the virtual assistant market, while MagicTalk has much broader applications.

Will GMGC be able to parley this lead into dollars? That remains to be seen. I'm a shareholder, so you know what I think.

The best case I've seen made for GMGC is by Markman himself in a recent interview:

twst.com

You can go to this site and download the PDF. There's other stuff in it besides the interview, but the rest has mainly been taken directly from the company's press releases.
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