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Technology Stocks : General Magic

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To: ynot who wrote (5049)2/9/1999 1:20:00 AM
From: Sea Otter  Read Replies (3) of 10081
 


Can't sleep, so I'll keep at it ...

Yes, I know how much bandwidth voice takes. So what?
If people want to talk they want to talk. They don't
want to hear about bandwidth. GMGC has a scaleable
voice solution here that works now. No problem.

Mixed mode "better"? Well, like most things in life,
that depends. Market, visibility, type of data,
type of phone yada yada. In any event, GMGC could
easily go mixed data, just like UP could go mixed
data. Neither one is precluded from that option.

Yes, I know UP technology pretty well. And
when I don't know it I have a personal expert at my call.
They have good stuff, but it is untested. Can I go
buy a UP phone right now and use it? Where? I don't think
so. GMGC is ahead in the actual deployed market, where
it counts. UP better get motoring.

NT? NT sucks, Unix far superior. I almost didn't
invest in GMGC just because of their NT decision.
So you won't catch me defending that aspect of
GMGC's plan. Still, in the big scheme of things that
doesn't matter. It's now a game of partnerships, mindshare,
markets and revenue, not necessarily in that order.

Sea Otter
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