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Technology Stocks : General Magic

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To: PK who wrote (7998)	2/11/2000 1:13:00 PM
From: Mark Oliver	Read Replies (3) of 10081

Can you flesh this out with a little more detail? Do you know when GM will offer a GMGC product with Onstar, and if this will be bundled in, or an add-on feature? Will this GM Portico version be fee, or usage based like Portico? Do you have any guidance on revenues per user? Do you think the Onstar version will vary in anyway from Portico, and will there be any reason why these changes shouldn't be an upgrade to the Portico service, or MyTalk? Have you got any feeling for when GMGC will have revenues from their other projects? GM has paid GMGC in advance for some services. It's unclear to me how this will be paid out. Can you provide some detail on how GM will go from trial to mass market and how these changes will result in revenues for GMGC? I am skeptical only because I saw all of these glorious revenue projections when GMGC had 11 Telco's in market trial, but as we know nothing came from it. Do you have any opinions on why the Telco's rejected Portico after the market trials? Regards, Mark

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