Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hcirteg who wrote (8125)	2/27/2000 7:05:00 PM
From: dgurgel	Read Replies (1) \| Respond to of 10081

AOL would want a complete service, like MyTalk, rather than buying the components from L&H, Nuance, etc. In 1998, AOL bought ICQ (Mirabilis), the chat service, which, in application and market position, was in many ways a close parallel of MyTalk. GMGC would be something they would look at. (I should point out the the price for ICQ was under $400 million. GMGC market cap is $333 million today.) GMGC's chances with AOL I guess are not less than 20%. If I heard that AOl was going to announce a voice access (to a unified mailbox) solution at noon on any given day, I think I would load up on GMGC. But, if the deal was done as a buyout (very likely), I would not expect the price to exceed $12 per share. Five years ago when I was trying to sell AOL on a development idea, Steve Case's office told me, "We are not a technology company."