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

To: Seconds Out who wrote (2508)	6/27/1998 1:13:00 AM
From: Sea Otter	Respond to of 10081

Friday Ruminations. Interesting news soon is my suspicion, as well. Like yourself, I don't have any facts to back this up. More of an instinct based off of the tempo of the product rollout and the sense that Markman is adopting a consciously conservative strategy (not announcing until all details are set). I applaud this in principle, even though it might hurt our stock price short-term. Also, the mood at GMGC is extremely high. Everyone thinks they have a winner and that they are rich. I'm certainly factoring this into my thinking. As to this week's market. Perhaps your analysis is correct. Not my area of expertise, I wouldn't even hazard a guess. Unfortunately, Friday's activity immediately hit some of my sell trigger points. Thus I ended up unloading part of my position. Those sales probably contributed to the early-morning death spiral. Didn't like it, but I believe in following through on a strategy and not letting emotion get in the way. I locked back in at the 11's, although not back to my full original position. I want to better understand the revenue/partner picture before I do that. Back to analysis mode. Questions I have: - What is the Portico ramping plan? Operation centers/ number of customers supported? What timeframes? Show me a curve, please. - When are we going to get news about the agent/microsoft deal? Product and revenue implications, if any? - What is the revenue distribution between reseller, channel and GMGC? What are the percentages? - Are there other revenue sources? Content providers? ISV or VAR opportunities? - What is the corporate enterprise angle? Partners? Market strategy, price breakdown and timing? I'm sure something is going on here, but you wouldn't know that by the gmgc PR sphinx. - Is Datarover a significant revenue source, or a waste of time? Cogs? Price? The good news is that the market demand is truly there. I know this because I got on the phone and called all the resellers. Literally. They are quite excited. One salesman connected me to a fellow who had just heard a demo - sort of a realtime testimony, which sounded like a Billy Graham revival. Another said that the product sold itself and that their quota (?) was going to be easily exceeded. Well, we're entering a new phase. Let's see if it is a profitable one. Sea Otter