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Technology Stocks : General Magic -- Ignore unavailable to you. Want to Upgrade?

To: Kurthend who wrote (7541)	12/31/1999 3:24:00 PM
From: Seconds Out	Read Replies (1) \| Respond to of 10081

Kurt, I don't know about a buyout, but it is at least plausible. I don't think that GM would have gotten a Board Seat and made the investment in the company if a buyout was imminent. And I think GM would be privy to those type of discussions based on its substantial stake. I know they would make a windfall on their shares, but the structure of the deal just doesn't feel like it would be made in anticipation of a buyout. I agree about the preferreds. Also, over the last few months the volume spikes all coincide with price spikes, with the price sliding back a bit on lower volume in between. The chart over this period looks very good( and quite contrasting) compared to the "pre-reset" period of early October. The time is now for Dr. Markman to deliver a new style of deal compared to Intuit and Excite. It appears, imho, that GMGC is taking a tough line on the negotiations with new partners. Hopefully, that is why the Intuit deal is stalled. If GMGC isn't receiving decent revenues in exchange for its limited NOC capacity, then why tie up its resources with those deals. I anticipate that GMGC's tactics are due to deals on the horizon that will be greatly more beneficial than the deals you mentioned. But it better start happening shortly. It does concern me that some key figures are no longer in their former positions with the company. I assume IR will be quizzed about this ASAP after the New Year. Their answers will be very important. Enjoy the skiing, Kurt. And to everyone on the board, best wishes for a healthy and prosperous New Year. It has been a pleasure being a part of the discussion here. I look forward to further confirmation of our convictions in the coming year. Seconds Out.