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

To: CanynGirl who wrote (2331)	6/17/1998 10:51:00 PM
From: CanynGirl	Read Replies (1) \| Respond to of 10081

Good tidbit from the yahoo board. Says GMGC is getting lots of institutional inquiries. messages.yahoo.com@m2.yahoo.com

To: CanynGirl who wrote (2331)	6/17/1998 10:51:00 PM
From: flickerful	Respond to of 10081

as i take some time to digest your beneficial analysis, have a look at an excerpt from the recentred herring article which contrasts the marketing approaches of wildfire'swarner and ofportico'smarkman... do you find any relevance in either of these models to your own marketing concept? Wildfire has a four-year lead on Portico, but it has been criticized for its high cost (about $150 per month for consumers) and has managed to attract only about 5,000 users. To reach a broader user base, it is currently eliminating infrequently used features in an attempt to slash prices to around $10. Wildfire founder Bill Warner, who spent three years working with Pacific Bell and AT&T to design his company's eponymous product, asserts that carriers will resist a service run through General Magic's network operations center. "Carriers want to test a service internally, and then they want to control it," he claims. Wildfire says 40 carriers are testing its service or are in precommercial trials. Mr. Markman, a 19-year AT&T veteran, counters that Wildfire is too focused on the enterprise. He believes that carriers will jump at the chance to outsource. General Magic plans to sell to retailers, corporate voice mail resellers, cellular carriers, and wire-line operators, in that order.

To: CanynGirl who wrote (2331)	6/27/1998 5:22:00 PM
From: flickerful	Read Replies (1) \| Respond to of 10081

sierra.... am I the only one that sees the opportunity for GMGC to sign a deal with a portal company (i.e. YHOO)? i don't know what you thought of the pro & con appeal of portals in post #2400, but here is the positive quasi-conclusion...as it relates to gmgc et al, anyway: The industry finds itself in the same position I'm in as I look at the beach from my hotel room: We're so close, but we're not there yet. And until we get our column typed and put some pants on (metaphorically speaking, of course) we're going to remain further away than we'd like to be. Some pieces of the puzzle, early information appliances, are already here. CIDCO's iPhone, PlanetWeb's Interactive Phone, General Magic's Magic Phone are all just what a networked home needs: easy-to-use devices that provide the right information at the right time in the right place. As Don Norman, a senior technical advisor at HP's Appliance Design, said Tuesday, "Information appliances need to be supplemental to our lifestyle, not interfering." Like the squadron of willing waiters at the Ritz, information appliances may not look like the devices we're used to, but if they're made right and less complicated than personal computers, they'll give us what we need, when we need it. i repost this as i see another link to the red herring article to which i referred you in #2334 in further response to your theory. it conrtrasted wildfire & portico....i wondered if you had any further thoughts on the marketing angles...