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Technology Stocks : General Magic

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To: Paula111 who wrote (2918)	7/24/1998 12:36:00 AM
From: Sea Otter	Read Replies (2) of 10081

A couple things. As I flit back into town and then flit back out ... I heard thru the grapevine that there was some kind of PR misfire today. News that was suppose to come out didn't, problems with confidentiality and leaks. I don't know the details, or what the news was (or is). Just thought it was interesting and so am passing it on. Hope it doesn't point to any problem. As to Darla's post offering a different model. It seems the differences largely hinge on MOUs and advertisement. For advertisement, I was assuming that resellers would bear brunt of the subscriber acquisition (hence 20%). As to MOUs - I don't have any expertise here. If it is as you say, then the breakeven point is certainly a lot further away. Instinctively this doesn't seem right, but I don't have any hard numbers to back it up. Surprised the stock jumped today. No news, right? It seems to me that it can only be explained by the anticipation factor. Everyone expecting a jump at launch and hence self-fulfilling prophecy. I'm hoping that means that we're a coiled spring. Sea Otter

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