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: JR Robinson who wrote (2858)	7/21/1998 10:36:00 AM
From: JC	Read Replies (1) \| Respond to of 10081

I don't think there is great cause for concern about GMGC.. here is an exceptionally bullish post from the YHOO thread. I don't agree with everything the man says.. but it is interesting to think about! JC If Motorola is Magic Phone maker it will get interesting! ThinkIntel Jul 21 1998 10:06AM EDT If Motorola is Magic Phone maker/seller then it will get VERY INTERESTING. I know a couple of other players who will be (are watching) keeping an eye on developments. Remember AT&T and Philips are partners in phone manufacturing and distribution. Philips has about 8 billion dollars to spend after the Polygram sale. Philips has been rumoured first that they were going to buy a 'mobile operator rival' and then they were rumoured to be buying Motorola. Sleeper Peeper is the VP of Strategic and Planning of Philips since May 98. Sleeper Peeper has been on the Magic BOD for sometime. He also was a CEO of Tandem who was bought by Compaq. Boy wouldn't this be neat: 1) Motorola manufactures Magic Phone. 2) Motorola likes Magic so much that they buy Starfish so that all their wireless devices will work together and work with Palm Pilot spreading the Magic. 3) SkyTel likes Magic so much because of agent technology and Motorola is backing Magic so SkyTel provides agent development kits for companies to integrate with their software systems to push realtime events to SkyTel pagers. These pagers are Motorola's two way (PageWriter 2000) paging systems so the SkyTel pager can tell the embedded agents what to do when problems arise with the software systems. A company has control over software remotely through SkyTel/Motorola pagers. 4) Philips sees some of the Magic slipping away with Motorola, so they buy Motorola for Magic connections, phones, and semiconductor technology and resources which all fits into the Philips vision. 5) Compaq (Tandem) and Microsoft (who invested in Magic) and Media One (Time Warner - content) the 3 Tenors in COMPany are swayed buy Sleeper Peeper's vision earlier this year and continue and march on with Magic products and technology to distribute information on desktop systems using magicTalk. Just a couple of visions of Magic. Later ThinkIntel

To: JR Robinson who wrote (2858)	7/21/1998 10:39:00 AM
From: Earlgrey	Read Replies (4) \| Respond to of 10081

I was thinking about that this morning, particularly since my increase in position. My feeling is that this is a really good base. Perhaps what is happening is we are past the hype stage and now GMGC will only trully move based on earnings. Which is fine with me because soon they might actually have them. :) Let Markman et al do their stuff I would rather a slow steady rise to 20 than a meteoric unsustained pop because this puppy now represents my nest egg. Hell I have told everyone in the world where I live might as well tell the whole internet, but I'm getting engaged hehehehe. It happened in a generaly magical kinda way ;) Earl