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Technology Stocks : General Magic

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To: JC who wrote (8885)	8/9/2000 6:43:40 PM
From: dgurgel	of 10081

Rival for what? I know little about the business plans of phone.con or software.com but no one is out there saying, "We want to be just like General Magic." I think that the customized apps market may be the best GMGC can do now. That market does not have the explosive potential of the software technology guys like Nuance and Phone.com or the content/portal guys like Tellme. I would think the IBM deal has to show results very shortly. And I think that it will; but I am troubled that past strategic partners like Intuit and Juno just disappeared. Even Excite got no mention at the CC.

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