Spyglass Message Board - Msg: 13501077

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Technology Stocks : Spyglass

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To: AnnaInVA who wrote (1407)	4/26/2000 8:24:00 AM
From: John Carragher	Read Replies (1) of 1412

steve Harmon report Hello Steve, What do you think of General Magic and Spyglass for the next 6 months? Regards. Harmon: General Magic (GMGC) brings back memories of the alchemy it used to engage in when I began covering the stock in 1995. It has been a long road from there to here and GMGC's voice-enabled Web services. It's early on voice although I think voice-enabled Web services may be huge in the next 2 to 3 years. Telephones and Web may be integrated so that the phone serves as a voice browser for the Web. If so, GMGC may be at that apex but it could take time to realize. Spyglass (SPYG) and Open TV (OPTV) are in a merger that will exchange about 0.7236 OPTV share for each SPYG share. The deal makes sense, combining one of the best device browser makers with a non-PC platform play. My hunch is that Open TV isn't done buying, that it needs some more platforms to deploy on, especially with Spyglass' expertise across platforms.

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