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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: jjs64 who wrote (2556)9/5/1998 6:50:00 PM
From: Tom Murphy  Read Replies (3) of 18998
 
Joe Spiegel...GMGC...I know of 8 major carriers in various stages of testing/evaluation. At least 3 have/will "partner" with GMGC on Portico. Expect two to announce by the end of the year. I don't know all the details on the timing, but I believe at least one announcement will be tied to the national advertising campaign starting 4th quarter 98. For a hint on who, take a look at the CEO's that sit on the GMGC Board.
In addition, look for something new from French Telecom by the end of the year (the French Telecom deal is water cooler talk at this point, but we have strong indications somethings up).
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