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: Scrapps who wrote (3349)	8/5/1998 6:29:00 PM
From: dwight martin	Read Replies (2) \| Respond to of 10081

For the rosiest possible scenario, check this admittedly rumor-based post from YAHOO! Caution, David: It mentions MOT.:>)) PorticoSubscriber Aug 5 1998 5:26PM EDTI'm not trying to hype. CAVEAT: I cannot verify the truthfulness or accuracy of the following report. Nor am I at liberty to reveal the source. This may well be total horseshit. Frankly and being the suspicious person that I am, I am very relunctant to believe any of it, and I don't, but here it is for those wishful thinkers out there: *************************************************************** I am told that one or two of the major telecos will announce their committment to offer Portico sometime next week. That Bell South, BellAtlantic, AT&T (Triton), Cellular One will, no doubt about it, come on board. (When they all announce, I don't know.) He says that it is a done deal with all of these major telecos. Also, that another done deal is with Nextel. That in mid to late Sept. Nextel will announce that it too is offering Portico in conjuction with another new product they will be offering. Capacity issues: No problem whatsoever. Background: MSFT bought into GMGC, in part, in connection with a technology they are developing called "Wolfpack." My guess is no one has ever heard of Wolfpack. Wolfpack (WP) clusters users of NT servers so that they can ramp up to handle bandwidth problems. In essence, Wolfpack eliminates any meltdowns or capacity problems. The backbone of WP is Quest. Quest's pipelines are being laid all over the country. Quest has laid over 2 billion worth of pipelines along railroad right of ways (Union and Southern Pacific). Quest has more laid pipeline capacity than AT&T, MCI, and Sprint combined. It is the pipeline capacity that handles all the fiber optic data, communications, etc. Because of WP, GMGC can have unlimited capacity re: Portico. MSFT is going to incorporate Portico into Microsoft Start. Once Start becomes installed on every computer, Portico will be right there along for the ride. If the Start user makes use of Start then he must elect NOT TO USE Portico. There will be no capacity problems because of Wolfpack. Other? Though not a done deal, there is a good chance that Motorola may include General Magic's agent technology and Portico into the Myosphere it's currently developing. No word on this yet. I will see what I can find on WP and Start.