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Technology Stocks : General Magic

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To: Seconds Out who wrote (7354)11/26/1999 7:02:00 AM
From: dgurgel  Read Replies (1) of 10081
 
myTalk is a nice but seldom-used toy to many of its subscribers. They try it out, even demo it to friends, and then put it away because of the bother of having an extra (and very long) phone number.

AOL subscribers are a community of many small groups that share with each other and quickly adapt new fads. AOL subscribers are much more likely to make real use of myTalk. AOL users set the pace on Internet chat and will do so on voice as well.

I believe that AOL must already feel strong pressure to get a voice service up. It would be great if GMGC got the AOL account. Second best would be that someone else gets it, and quickly! A rising tide is what GMGC needs - you know, the rising tide that lifts all ships.

If AOL does a strong entry in the voice area, the telcos are going to need a response. The telco market is GMGC's natural market. GMGC's leadership is from that background, and they are perhaps too serious for AOL.

The GMGC website says, "The company's goal, therefore, is to become the leader in building the market for those integrated voice/data applications..." When you are out of cash, you can't "build" markets, you can only respond to markets created by others.
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