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Technology Stocks : General Magic

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To: hcirteg who wrote (4411)	12/13/1998 10:54:00 PM
From: stephen wall	Read Replies (2) of 10081

hcirteg, Probably what is calming to you, and to myself as well, is the scarcity of detail in the announcements. If confidence were lacking, the puffery might be prolific. My guess is that we suffer thru another bad 4th quarter but with guidance going forward of a building revenue stream in the first quarter. Then when the pieces begin to fall in place, a flurry of announcements, partnerships, etc. Institutions then begin to put their ear to the ground , root around in their spreadsheets when a revenue stream is visible, and parachute into the Magical Mystery Tour. Right now it's all Mystery.

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