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To: Alex Glavinos who wrote (2460)	6/25/1998 7:23:00 PM
From: Kurt Goebel	Read Replies (3) \| Respond to of 10081

Hello Alex, just back from the shareholders meeting. Someone asked about the one network center and what would happen in an earthquake. Markman said the center was designed to withstand up to an 8.0 quake. He also said that the new equity investment today would allow them to ramp up to meet the expected demand for their service. Markman gave a live demo of Portico while someone manipulated the online version which was displayed on a large screen. The online version looked to be a java application displayed in a browser. It was slick, polished and fairly simple. Portico did fine. Other interesting points (for me) were a slide showing target markets with Portico targeting 5 million users, most of which were broken down into the category cellular carrier. Ellen Swenson of Cellular one was sitting there smiling. Under futures he had a slide up briefly that showed a target consumer market of just under 5 million and an enterprise target of over 5 million. He said they would be pursuing these markets in 99. He said the focus was almost entirely on Portico and delivering revenue in the "send half of 98". He also mentioned that they were holding analyst/investment house meetings and one last week in San Fransisco was very well attended. Asked why, if they had seen the Portico demo, they had not come out with buy recommendations, Markman smiled and said they were smart people and they were making their plans, and then chuckled. They had the magic phone, data rover and portico in the demo room afterwards. All in all, positive and confident.

To: Alex Glavinos who wrote (2460)	6/25/1998 7:48:00 PM
From: Kurt Goebel	Respond to of 10081

Markman also mentioned they were going to start print and radio advertising to promote, Portico and MagicTalk. He made a big deal about MagicTalk being an important brand name and that Portico was just the start. He also said a second network ops center is a more secure location would likely be a requirement of the large carriers. He outlined that resellers would be first and that the trailing carriers would first give portico to internal testers who were testing the service to see that it worked as projected. He said he had indications that this first part of the trialing had gone well thus far. He said the next part would be for the carriers to determine how there were going to market the service. He suggested they might add other functions or programs under the MagicTalk platform to deliver customize content.