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To: dgurgel who wrote (8117)	2/25/2000 8:55:00 PM
From: Seconds Out	Respond to of 10081

Dave, why don't you call and speak with someone over at GMGC and let them tell you the real story at this point. I have found them to be forthcoming about the situations you frequently refer to, and they offer a different take on their current staffing and view of their market(s) than you seem to fear. Seconds Out.

To: dgurgel who wrote (8117)	2/25/2000 9:28:00 PM
From: Thotdoc	Read Replies (2) \| Respond to of 10081

You do not seem to understand what you have invested in. This is from a post I made earlier today on RB. There is voice recognition (VR) VR with the ability to retrieve data from a single source (VRARD),and VRARD which uses an "agen"t with the "ability" to interact with the data in interconnected networks. The latter is GMI. These distinctions are not clear, even to those of us who follow this closely, much less the general investing public that has an inkling of something called VR but would not invest in a developmental company, much much less the general investing public that has an inkling of VR and invests in stocks with some form of brand recognition, much much much less with those investors that invest in mutual funds. Much, much, much, much less than to those investors that see investing in technology as witchcraft, dangerous, a sure way to lose your hard earned savings, and a sector that is about to fall under its own weight. So here we are, investing in a developmental level company, in an area of the technology sector that even we have difficulty understanding sometimes, being buffetted by the MMs and other people that live to make money, that do not live with the enthusiasm that we have for this , or even the morality that we bring from our personal or professional lives, dealing with a company that doen not really understand how to communicate with us, or how to externally market it's brand so that people outside of the techies REALLY understand their abilities and advantages. So in summary, IMHO the only thing that differentiates GMI from every other company that will enter VR is its agent technology. And that is HUGE if they have patents that allow them to control the use of agents in some meaningful way, and they are willing to push people that unlawfully use their patents. My profession is the development and implementation of Organizational Development processes, including marketing strategies. I have been doing this for 22 years. So, I have assessed in depth thousands of managers workstyles and hundreds of companies. This company is doing a number of things very well fronm a technical standpoint, and few things incompetently from a communications and marketing stand point. No company is perfect. It is a reflection of the anxieties and needs of its driving force. In this case Dr. Markham. We can support and sing his praises for what he is doing well, or revile him for what he is doing less well than we imagine that we could do, if we were running the company. I would prefer to do the latter, AND to communicate with the company clearly and repetetively about the information that we believe we need to have to make decision. Consequently, I have asked the board to post questions that we want answered during the CC. I recall that 2 people have posted. On Sunday I will collect the posts repost them in letter form to GMI. If that Post is OK with the group, I will send that letter to teh company advising them that these are the issues that we need information on. They will respond or not, they will respond to some or not, but we will have started a dialog. They do not evidence the ability to communicate, or alternatively the ability to know what to communicate, or the belief that they should be communicating what their strategy is regarding communication. For instance, in the Juno announcement there was no clear statement of the revenue model (that I recall), just some words to the effect that this was going to be a free service. Given the context of other Free things that GMI has done, this is not exciting news: Are they giving away something else? How will this effect their burn rate? Oh, well. If we were running the company.....