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

To: Chris Parrinello who wrote (3338)	8/5/1998 3:28:00 PM
From: David	Read Replies (4) \| Respond to of 10081

This thread is for intelligent comments and conversations concerning General Magic. Primarily its stock movement and talk of why it does what it does. All this about MOT is related and interesting. But this is not a thread to promote a short position no matter how subtly it is done. No one knows the MOT relationship, yet we are interested in finding out. If someone has something to say based on fact please let us know.

To: Chris Parrinello who wrote (3338)	8/5/1998 9:25:00 PM
From: CanynGirl	Read Replies (1) \| Respond to of 10081

What makes you think Motorola is pretty late to market? GMGC trialed its product with carriers last spring, Motorola is trialing this fall... 6 month difference doesn't sound that bad to me. Chris, if you look at just telcos, that is true. My read from MOT's press release is that they won't go into beta trials until the end of this year at the earliest. That could mean their service isn't actually deployed (assuming the telco gives it a go) until 6 months later or even more. See Wildfire. It's been 9 months since they announced beta trials with PacBell and PacBell has no idea when they will deploy the service. GMGC has the advantage of being able to offer the service to resellers. GMGC built their own NOC (no one else has that we know of). That allows GMGC to signup a ton of people and get established long before a telco deal is done. It's a great strategy! Everyone else is at the mercy of the Telcos. GMGC isn't. I kind of view GMGC as the 'DELL' of the virtual personal assistants from a distribution standpoint (not from an innovation standpoint since DELL doesn't innovate and GMGC does). GMGC has, more or less, a direct model. Of course, just like DELL did, they can add other distribution channels like Telcos. I'd say, GMGC has at least 1 year on MOT given what I know today.

To: Chris Parrinello who wrote (3338)	8/5/1998 10:12:00 PM
From: CanynGirl	Read Replies (2) \| Respond to of 10081

Chris, I just noticed that you are an Engineer in Schaumburg Ill. Does that mean you work at MOT?

To: Chris Parrinello who wrote (3338)	8/5/1998 11:47:00 PM
From: NTerprise	Respond to of 10081

> How long has Wildfire been around? Wildfire ... bwahahaha was it ever 'around' :) lol

To: Chris Parrinello who wrote (3338)	8/6/1998 9:49:00 AM
From: Drew Freeman	Respond to of 10081

(What makes you think Motorola is pretty late to market? GMGC trialed its product with carriers last spring, Motorola is trialing this fall... 6 month difference doesn't sound that bad to me. Motorola, unlike certain Sunnyvale based start ups, doesn't have to announce services a year and a half in advance to get investors and analysts excited in order to raise cash. For all we know they could have been working on it for a while. How long has Wildfire been around? ) (Note to forum: I'm not trying to beat this MOT thing to death either, but am trying to understand competitive issues related to GMGC.) Hi Chris; I see from your profile you are an engineer in Schaumberg, Ill, I'm assuming for MOT. Without compromising anything confidential, can you tell us if you're working on Myosphere? Is it positioned as a direct competitor to GMGC? From your tone I'm assuming yes. In response to your comment, yes, I do believe that Motorola is late to market. 6 months can be an eternity in an emerging market. It's possible that Portico will be the recognized name in the market by the time Myosphere introduces (ala PalmPilot). Don't get me wrong, I'm a firm believer in competition, but having worked on lots of development projects for technology companies, my experience is that larger companies move slower than smaller companies, and only about 5% of projects get introduced on-time and with the full feature set that was initially announced. Best of luck to you, but I'm betting on GMGC. Best regards, Drew P.S. At the end of your message are your referring to Netiva's Wildfire project?