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Technology Stocks : General Magic

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To: Mark Oliver who wrote (5030)2/8/1999 11:16:00 PM
From: Sea Otter  Read Replies (1) of 10081
 


Yes, I expect there'll be a convergence.

Meanwhile, there are a lot of angles to play and
a lot of money to be made.

Btw, Alain Rossman, CEO of UP, use to work with
GMGC. And, in fact, his wife was their Mkt VP. So
one can safely assume that these two firms have
each other scoped out quite well.

Oddly enough, I bet if UP went public tomorrow they'd
exit over $20. And they aren't a tenth of the company
that GMGC is in terms of partnerships, market or
technology. GMGC is still living down its sordid
pre-Portico past. Plus we have a general
market-education problem, imho.

Still, today's action was encouraging. Sooner or later
the world will understand just how big this is. Of course,
by that time, they won't be able to buy at $6.

Sea Otter
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