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

To: Challo Jeregy who wrote (7930)	2/8/2000 12:35:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 10081

<Now, I have to admit, I don't use MyTalk, (simply because I'm in front of my computer all day <g>) but, hmmm, what is the difference between the two (MyTalk and Wildfire)?> I can't say I've used Wildfire, but from what I read, it has many of the same feature of Portico, or MyTalk, but it uses a menu of commands which must be learned where GMGC specializes in a free flowing human like dialog. Wildfire says the menu makes the system more accurate, but GMGC would claim that learning a menu is difficult and unforgiving for a normal user. Wildfire seems to be the most successful at getting Telecom contracts. These 2 companies were on level ground, and then Wildfire started getting companies like PacBell. GMGC had 10 or 11 market trials, but so far nothing to show from it. There are other companies in this space such as Webly and Motorola (Mysphere), both of which employ Nuance, the same base product as GMGC, as their underlying speech engine. I've never heard of Webly getting any partnerships, and Motorola has been way late bringing Mysphere to market, but judging by what I've seen the market hasn't been buying anyway, so maybe they delayed the project. There are other competitive offerings that are emerging such as Phone.com with their purchase of @Motion. Combining a graphic WAP browser with a voice interface is the most logical product outcome in my opinion. One that MOT is positioned to quickly roll out as well. Obviously, the market likes GMGC more now than 4 months ago. I must be the GM deal which I didn't see as being as big as others claimed. Guess I was wrong, but at the same time, I think the purchase of @Motion also signaled the value of GMGC's voice capability. I am very pleased to see my shares going up no matter, but I'm skeptical after so many years of missed promises. I hope they make it this time and I hope they handle themselves a little better in the coming conference call. Getting back to Wildfire. Seeing them get relationships with the Telco's implies that it's possible, but for some reason GMGC couldn't make it happen. Others will say that Telco business is not the direction, but this was not the company position when they started their restructuring around the Portico platform. Both companies bid on these jobs, and GMGC didn't win any. Perhaps their wins are still being developed? We shall see. GMGC will be trading up to a conference call. That's been a tricky point in the past. GMGC never seems to satisfy people's expectations. Looking at messages posted, there are less rumors than in the past. That's good, but with so many executive level positions vacant, many people might be hoping for a buy out. Looking at MyTalk, we see a high level of subscribers. Now we'd like to see revenues from advertising. Amazing how the Portico product has nearly become a write off. I should think this will re-emegre as a central product, but at the moment it seems to be a big white elephant. I'd like to hear something about how they can solve the security issue and make this product sing like they predicted. What a great lost opportunity over not being able to secure the channel. If I had to make a guess, I'd say Microsoft will still play in GMGC's future as they are scrambling to get back position in the cell phone market for Win CE. The WAP movement has snatched the market from them, but they won't go down lightly. Phone.com's purchase of @Motion was decisive in my opinion, as well as the emerging platform Motorola is building. Now you see LHSP making an announcement boasting Linux. Microsoft has been busy in England developing systems with BT. Bill won't let this market go. It's so important to him, he's stepped down to take control. Whatever, I'm as pleased as anyone to see the market buying GMGC. It's seems to be a broadening of the market. Stocks that held promise seemed to go unnoticed, but no more. Certainly hope the market gets a little crazy and trades this one with a fury. Good luck to all. Regards, Mark