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To: Mike Hardy who wrote (7501)	12/21/1999 1:54:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 10081

I doubt it. Looks like the main announcements have nothing to do with Onstar. You can deliver one-way internet service through a DBS dish. It could be a very high speed service, but the upload is back through the slow speed house line. More to the point, GM wants to sell cars via the internet. That seems to be the main point of the deal. Yeah sure, they want to develop Onstar. It's a piece of the story, but I doubt it has much to do with today. I think the point is a GMGC rival, @Motion was purchased by Phone.com to bring Voice to their Graphic platform. This combination was obvious. I had hoped they would buy GMGC, but they found a better deal. Maybe the debt, or dilution of shares, or upper management stopped them from buying GMGC. The founders of Phone.com have a past with the old GMGC, so they could not have made this purchase without considering GM. Personally, I find it negative, but the market may find it positive. Maybe this will signal a move to bring these IVR applications into more complete systems. With Phone.com gone, who could be the next buyer to step up to the plate? Motorola has a platform that includes a competitive product and so does Lucent and perhaps Nortel. I think Nokia and Ericson may have aims to compete with Phone.com. Maybe they will need to buy GM?? Anyway, it seems pretty clear to me that GM need to partner with a WAP provider if they want to extend their Portico/mytalk platform. It was hopeful that Wireless Knowledge would do something, but... Regards, Mark

To: Mike Hardy who wrote (7501)	12/21/1999 8:54:00 PM
From: Seconds Out	Respond to of 10081

Mike, My feeling is that a combination of items caused the rise today. Certainly the GM,AOL,GMGC potential connection didn't hurt. As John's post detailed the @Motion deal was a wake up call and imho added fuel to the fire. Finally, I think that certain momentum investors watch for trading volume spikes like occurred this morning as a signal to jump in. Of course, if no follow through occurs they will jump right back off as occurred a few weeks ago, imho. It looks like we will need actual news of some significance for us to move beyond the 4's. Hopefully, we will be receiving a nice gift for the holidays. Though I do not want to promote rumors and hype, I must admit that I am intrigued by the potential of a relationship with AOL. I believe that the exclusivity provisions with Excite run out in the not too distant future. Additionally, the fact that Excite is registering its shares at this time could be due to GMGC speaking with its competitor(s). Therefore, Excite might want to reduce its stake. Or it could be that Excite is just opening the possibility of cashing out its investment for benign reasons ( but $6,000,000 is probably not a meaningful sum of money to ATHM ). I realize that for now the potential of a deal is nothing more than a tantalizing thought. Maybe we should just be satisfied that the death spiral has for now been reversed and that the market may finally be beginning to understand what GMGC's technology has to offer. Btw, as of the end of last week the Preferreds had not yet received SEC approval to begin their conversions and assumed subsequent sale of their shares. One thing is for sure, this stock has kept things interesting of late. Seconds Out.