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Technology Stocks : General Magic

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To: Austin S. who wrote (4470)12/18/1998 11:38:00 AM
From: JC  Read Replies (2) of 10081
 
Austin, I too think that an additional Telco by year end is optimistic. As for the Telcos having tried out for "at least 8 months" it was my understanding that trials did not start until june, which would only be 6 months, still a long way from offering the service, or commiting to a market trial, I think the 2Q 99 is more likely. As for offering Wildfire, my DD on this at resellers and the company informs me that their NETWORK WILDFIRE product is actually very scalable, adaptable, and a lower cost per customer perhaps than even GMGC. I think telcos also like the ability to bring on line a more minimal service to begin with (read more people will use it because it is less confusing and/or different), and then expand it in the future. (My reseller source at Linx Communications www.linxcommunications.com told me that the network wildfire service, completely different from the reseller-sold Wildfire Gold, has been revamped entirely and has given up all the old things that made Wildfire Gold such a clunky, expensive, unadaptable system. I believe that the Pac's and Canada Bell are also branding Wildfire themselves, and taking care of all the servicing, billing, etc and just buying the model/hardware from Wildfire.

Thats my two cents.
JC
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