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Technology Stocks : General Magic
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To: Robert V. Cavaleri who wrote (5285)2/22/1999 12:03:00 AM
From: Sea Otter  Read Replies (3) of 10081
 
And, for the record, let me say:

I am not in love with GMGC stock.

If I saw any real problem with the product, the market or the
execution I would cut and run instantly. I am fond of GMGC
given I like the technology and given its stock has made
me a large amount of money. But that's it.

Therefore I really do want to hear negative views. For instance,
I wish I had opened my ears some months ago when we were talking
about the converts! I really didn't factor that into my
thinking when I started buying GMGC again last fall. A
mistake in timing, in retrospect.

Hopefully the clash of differing opinions will allow us
all to earn handsome returns.

Sea Otter
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