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

To: Kurthend who wrote (9073)	9/12/2000 10:05:17 AM
From: equityanalyst	Read Replies (1) \| Respond to of 10081

Kurt - Great point. The advanced TTS capability should prove to be a major plus for GMGC in establishing new business relationships. My interpretation from piecing things together is that the TTS offering arising from the SPWX/GMGC relationship will be mostly aimed at domestic customers, while enhanced TTS applications for (hopefully soon-to-be-announced) international entities could be the product of a joint GMGC/LHSP relationship. In any case, the GMGC/SPWX alliance is yet another very positive development in the ongoing ramp-up of GMGC's partnering arrangements, and -- along with GM,IBM, NUAN, GSN, etc. -- sets the stage for substantial revenue-producing opportunities. Some up-coming "glass-is-half-empty" commentary on the boards may point out (correctly) that these relationships have yet to produce any significant revenue benefits. However, hopefully most of us invest in companies based primarily on their future prospects, rather than on their past performances (which may or may not be indicative of the future). And in this light, GMGC's potential is as promising as any company/stock I can think of. While GMGC is obviously still in the developmental stage and hence speculative, IMO the risk/reward ratio seems very much in favor of the believers in Magic, especially those willing to buy/hold for the long term. Best, ea