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Technology Stocks : General Magic

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To: Bruce Supranowicz who wrote (2261)6/14/1998 3:51:00 PM
From: terry murphy  Read Replies (1) of 10081
 
To all: The real questions about Portico & General Magic that we need to be asking are. What will the pricing be and how much money do they expect to make selling it. ( ie.. gross and net margins) The tech sector is loaded with companies with good or great products and ideas. Many of these same companies however, were unable to turn those great products into great profits. I happen to be long GMGC, but I do worry if other competitors emerge quickly we could end up with commodity pricing.

Hopefully, the questions about pricing and margins will come more into focus soon

Terry Murphy
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