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To: deepresearch who wrote (3314)	8/5/1998 12:51:00 AM
From: dwight martin	Read Replies (1) \| Respond to of 10081

Let's take a quick look at that. 3 channel resellers - could you mean 1) retail, 2) corporate and 3) with 'device manufacturer' bundles here? Does that makes sense to you in context of your conversation? Could that have been "through channel resellers?"

To: deepresearch who wrote (3314)	8/5/1998 1:42:00 AM
From: Jane Hafker	Respond to of 10081

I'm a tech dope. That is really hurting me now that I actually am super interested in everything, and can get the information in a heartbeat, and then there it is--wasted on me! So I take notes and try to read them back. Everyone I talk to has no problem whatsoever with that, and it works great. Here's my notes: The advertising Agency is only part of the progressive roll-out--3 channels (roll-out will take)-- Resellers (I said at that minute that everyone on the net knew all about that part) 2nd -- Tele-Com Co's; 3rd - "3rd move is to bundle with (d---s?) manufacturers". YES. Just read your post again. That horrible scribble is "device" manu. Very clearly device, with an s. Then we must have gone through it again and I have l) resellers 2) Nationwide immediately (the resellers can take it all over the country right now) giving GMGC direct communication with the user. 3) Really lets GMGC manage "ramp-up?", particularly it guards against OVERSUBSCRIBING> (That was a biggy with her--too much too fast. Immediately I think about MagicCap going down with MOT and sinking the Co. 3 years ago.) "Ad campaign is 4th Quarter" I go--"Oh, Christmas. Just in time for the big buying season, right?" Well, she said, "in the 4th Quarter" the ad campaign will come out, yes." Also there was a very recent positive mention by Bloomberg, just a little nice short piece today or yesterday?, they interviewed the Chief Fin. Officer at GMGC. What the point was there, we were speaking rather guarded as she did not of course want to give me any ideas that I could take and create something out of nothing, but I said, so that was a good sign? She said it really isn't that big a thing but she considered it "positive media reaction" put with everything else. She just mentioned the Bloomberg thing, but it must have had some good aspect to it, insignificant or not. I think the point was after the train wreck of Friday and Monday, that was almost great! In other words, with such a massive hit the swimmer, still stunned in the water, is open to greater shark attacks than before, probably was what she was getting at. And it didn't seem to be happening. Kind of like Tim's horrified personal reaction here--but all over the media in print, I guess. But the Bloomberg thing didn't dwell on the train wreck at all, just the successful delivery of Portico. It seemed to be good, that's all I know. And that's it. This is a very, very well planned stragetic maneuver, with no little detail left undone. Except the horrific timing of the financial report which had to come out then, period, as did Portico. Kind of like Y2000 bug. Who was thinking about it, huh? If you know a lot more than I do, then you might be able to put some puzzle pieces together, especially from the announcements Markman will be trying to make to keep all alerted quite within the bounds of decency and the SEC rules of disclosure. I'm also thinking about AOL. It was great. The entire world joined it in about a week, and the company and the stock nearly crashed under the weight of that much business the circuits couldn't handle. How long did it take to recover? a year? And the description of Markman's reasons for the personal memo he will be updating--hopefully quite regularly, is of course my caustic wording. I kind of said basically that, though, and I kind of got the feeling she was in perfect agreement of my take on it, but she just calls it Mr. Markman's Memo, period, to keep the investors and the public aware of what the company is doing. Actually, I believe it is a defense mechanism specifically to deal with the Net shark-feeding on rumors, though. And MMs and persons with keen personal agendas and reasons why stocks should move up or down at a given moment. The very able president of the company can have a hands-on buffer to those smooth moves and also hopefully prevent another panic sell off again? Sounds like a plan I would devise myself.

To: deepresearch who wrote (3314)	8/8/1998 2:30:00 PM
From: Jane Hafker	Read Replies (1) \| Respond to of 10081

Believe it or not, I am actually a reticent person and dont do a lot of talking unless i'm in a really good mood and having humorous thoughts. BUT. Must continue our discussion here in the open for benefit of friendlies. You were quizzing me about stragegy. So.....??????? Your views? Also, I saw the CNBC thing on interactive TV now taking the first giant leap forward in the complete and total mental control and possible destruction of mankind's independent mind, and I clearly saw the future for a second before I lost it. There whole message--look about poor little web TV, looking so good. Competition is going to maybe eat you up. Just throwing out a point. IF web TV is almost now becoming a boring idea, compared to the new nuances of interactive coming into a reality, WHY wouldn't Portico be coming throught the interactive TV via a nice little link? I was assuming of course they would work themselves (Portico) into a web TV function, since I have one sitting here in a box, not plugged in yet as it means a new server, and I would be twice as addicted to both TV and the net if they were together on one screen. I don't know about you, but I really hate time lost here, as it takes away from my media junkie channel surfing, which of course takes away from every enjoyable real experience of actual Life. But. That's the 90s. Views?