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Technology Stocks : General Magic
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To: Drew Freeman who wrote (3326)8/5/1998 3:15:00 PM
From: Chris Parrinello  Read Replies (5) of 10081
 
"I'm not too worried about Motorola as a Portico competitor, as they appear to be pretty late to
market. However, what if TrueSync is an integral part of Portico? Then GMGC will likely have to
look elsewhere for 'Syncing' technology for their future rev's or try to develop it on their own.
Maybe Motorola's smarter devices will actually enhance Portico's future functionality?"

What makes you think Motorola is pretty late to market? GMGC trialed its product with carriers last spring, Motorola is trialing this fall... 6 month difference doesn't sound that bad to me.

Motorola, unlike certain Sunnyvale based start ups, doesn't have to announce services a year and a half in advance to get investors and analysts excited in order to raise cash. For all we know they could have been working on it for a while. How long has Wildfire been around?
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