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Technology Stocks : General Magic

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To: Rick Rappaport who wrote (5394)3/4/1999 11:30:00 AM
From: dwight martin  Read Replies (1) of 10081
 
Rick, was your investigation as limited as your post suggests? I went to the PNG website, and all but signed up without any difficulty. While I wouldn't characterize the pages or the process as austere, I didn't run into "gobs" of anything, either.

They say, and I believe, that they have 300 reseller locations (and a smaller number of actual entities, something like 100 or 130).

They are gradually smoothing out the service.

On further reflection, I think the lack of real PR could mean three things: (1) nothing; (2) that the revenue is going to be so bad that any positive effect from any PR will be zeroed out upon release of the numbers; or (3) that the revenue will be good enough, in combination with some good PR, to drive the stock upwards. I choose number 3, but am willing to be proved wrong, as has happened before.
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