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Technology Stocks : General Magic
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To: Seconds Out who wrote (7845)1/29/2000 3:29:00 PM
From: equityanalyst  Read Replies (2) of 10081
 
Seconds - Interesting post on RB's GMGC thread today:

"Barrons Roundtable and Gabelli

Gabelli: The television community has incredible spectrum that is not being
valued in their stocks. The stocks today are being looked at traditionally, for the
benefits of duopoly. Some station managements don't get it. You have to stay
in the top 50 markets to benefit.
Lastly, there's the automobile market -- what General Motors is doing with its
OnStar technology that will give you data, voice, entertainment. A complete
package of excite and delight. Just think of 200 million cars on the road in the
U.S., 600 million around the world, 50 million new vehicles produced a year.
Each one generating for the manufacturer a built-in $10 a month of recurring
revenues, on which they get 50% margins. This is going to be a bonanza for a
lot of vendors."

ea
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