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Technology Stocks : General Magic

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To: Fred Gohlke who wrote (9519)5/3/2001 12:09:51 PM
From: Thotdoc  Read Replies (3) of 10081
 
Freddy,

Great idea. I like doing what needs to be done to get to my goal. I would happily pay .30 per share to get them the time they need.Start a ground swell of grass roots activity. Talk to the company. It is a GREAT PR idea.

On another note, and not only to you: NUAN seems to be marketing exactly what GMGC does, absent fine tuning the personalities.

Do I understand this correctly?

If the answer is yes, the positive is that competition will bring the comcept to market faster. Also, smaller companies may need a NOC and bigger companies may need the personality aspects managed. GMGC may be much cheaper in deployment as they can use the software for many companies, where NUAN will want to sell or lease the software and then the service. I don't know how much service this takes, but IBM does pretty well with their service arm. I don't think that this will be software in a box, set and forget. I'm sure there are other positive issues.

The downsides are pretty obvious.

I believe we need to understand these issues as well as the technical aspects of the stock movements. It seems that we now have "technicians" among us that we trust. Thank you.

What are the hard issues beyond the money flow?

Best,

G
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