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

To: Ray Rueb who wrote (3672)	9/3/1998 12:37:00 AM
From: Sea Otter	Respond to of 10081

Calendar. - Advertising/PR begins mid-September. I expect this to start modest and really cook come November. - Speculation. 1st carrier sign up and second NOC announcement. I expect this will happen by Nov 1. (Why? Because this is what my ouiji board told me). I'm continuing to try to bottom fish in the 4's. Obviously if they get the carrier we won't be seeing $4 again, but my bet is the market bear will be the dominant factor until then. Until then, defensive (97%) posture. Sea Otter

To: Ray Rueb who wrote (3672)	9/3/1998 2:18:00 AM
From: Mark Oliver	Respond to of 10081

Ray, I'm being lazy, but there are several rounds of convertible shares as well as warrants that can be exercised. I don't know what, if any, of these converts or warrants have been exercised yet. The bulk of converts were issued in the last round of financing, but these early shares are also to be watched. Microsoft is a holder of early converts. It's all explained here sec.yahoo.com There is a lot to read, and I highly recommend it. It's a bit late now, but a clever person could see some schedules to when these shares could be forced to convert. Many of the shares may go for years before they convert. If we do get a signal that shares are converting, that would be a great buy signal and a lot of relief that possible share manipulation will have ended. Short interest will always be an issue, but these converts have an angle which really make me nervous. I also watch the level of open interest for put and call options. When they get very high, there is a pain level that "they" won't accept. Shares will rise and fall to serve their purpose. November has some high interest in the 10 and 12 1/2 call options. One could conclude closes in Nov probably won't go over 12 1/2. There are also a large number of Nov 10 puts. That would pressure the price to be at or above 10. Well, the actual number of options at this point don't seem to be all that great, so I wouldn't act on this yet. Did anyone happen to notice if open interest for Feb options have declined now that the price is down? It seems like I saw much higher numbers a couple of months ago. Unfortunately, I don't have a record of the change. Maybe someone else can add something? Good Night, Mark

To: Ray Rueb who wrote (3672)	9/3/1998 8:14:00 AM
From: Kurt Goebel	Read Replies (1) \| Respond to of 10081

Some General Magic show appearances for the calendar: (note from a reseller) We have been working very hard to grow our Portico business. These efforts are developing very nicely. We have been putting the finishing touches on our reseller agreements. We have been looking into various forms of advertising that I won't get into until they are released. We have registered our web site with over 400 search engines worldwide. We have been developing new forms of training materials to keep our sales reps and sub-dealers up to speed. Great News Let me be the first to announce that General magic is starting to really promote Portico in an effective way. This is the first of many forms of promotion that will follow. The ad campaign is on schedule. I can not release any info on when where or how. But know that it is on schedule. General magic will be showcasing Portico at the following shows. This is great news because this will bring much needed exposure Portico. It will bring exposure to exactly the target market that we need. The Mobile Professional. Sales Force Automation September 15-17, 1998 San Jose, CA Top mobile executives and industry professiona1s will attend this Cellular; PCS, wireless Internet, and voice recognition will be some of the hot topics being addressed. 500 exhibitors, 25,000 attendees. PCS '98 September 22-25, 1998 Orange Convention Center Orlando, FL The hottest issues facing today's wireless professionals will be discussed Also emerging technologies and industries will be analyzed including wireless internet, wireless local loop. and voice recognition Target Audience; Top level decision makers including more that 2500 International attendees 700 exhibitors, 30,000 attendees Wireless Apps 99 October 12-14, 1998 Las Vegas, NV Wireless Apps is produced by CTIA, which represents all the elements of wireless communications celluIar, PCS, wireless data, and mobile satellite-serving the interest of service providers and manufacturers Wireless industry professionals 600 exhibitors, 25,000 attendees. Fall Internet World October 5.8, 1998 New York, NY Internet world educates business professionals on expansive Internet issues including e-commerce, intranet/extranets, security, push technology IT strategies, telephony ISP solutions, messaging, news, etc IT Professionals, Senior management, 650 exhibitors, 35,000 attendees Great news for all. Bets of luck, By the way sign ups are still great. No cant give #'s. Pat Mareno PNG Computers 718-356-0299 pngcomputers.com

To: Ray Rueb who wrote (3672)	9/3/1998 11:36:00 AM
From: JC	Respond to of 10081

Ray- Only one problem with your calendar.. the MCI announcement. MCI already has a Unified messaging product= NetworkMCI contact. They sell it via NetworkMCI, but it is still a MCI product and is sold through existing MCI sales channels. I cannot see that MCI would develop their own product and then sign on to resell someone elses? Contact has most of the functionality of Portico, sans the VUI. They even have pre-recorded media content, news, stock quotes etc. Board members often act for their own personal interests not their corporate ones. I don't think MCI will officially affiliate with Portico. BTW: I have tried contact as well as each of the other 9 Portico competitors, and still think Portico is the best!! JC

To: Ray Rueb who wrote (3672)	9/3/1998 10:50:00 PM
From: Ray Rueb	Read Replies (2) \| Respond to of 10081

GMGC Calendar We need more items for this calendar! Private message me or post. Also send corrections, comments and opinions. Notice that there are some wild cards at the bottom of the list... 980911 ? - Announcement or press release: approx 2 weeks from Aug 28 this is based on my guesstimate that GMGC manages at least 1 press release every 2 weeks or so. 980915 to 17 - Sales Force Automation show San Jose, CA Top mobile executives and industry professiona1s will attend this Cellular; PCS, wireless Internet, and voice recognition will be some of the hot topics being addressed. 500 exhibitors, 25,000 attendees. 980918 - September Options expirations 980920 ? - Advertising/PR begins mid-September. Expect this to start modest and really cook come November. 980922 to 25 - PCS '98 show Orange Convention Center Orlando, FL The hottest issues facing today's wireless professionals will be discussed Also emerging technologies and industries will be analyzed including wireless internet, wireless local loop. and voice recognition Target Audience; Top level decision makers including more that 2500 International attendees 700 exhibitors, 30,000 attendees 981005 to 08 - Fall Internet World New York, NY Internet world educates business professionals on expansive Internet issues including e-commerce, intranet/extranets, security, push technology IT strategies, telephony ISP solutions, messaging, news, etc IT Professionals, Senior management, 650 exhibitors, 35,000 attendees 981012 to 14 - Wireless Apps 99 show Las Vegas, NV Wireless Apps is produced by CTIA, which represents all the elements of wireless communications celluIar, PCS, wireless data, and mobile satellite-serving the interest of service providers and manufacturers Wireless industry professionals 600 exhibitors, 25,000 attendees. 981016 - October Options expirations 981019 to 23 - NetWorld + Interop show Georgia World Congress Center Atlanta, GA 981029 ? - Earnings report: approx 90 days from July 29 981120 - November Options expirations 981124 - Convertible Preferred shares become convertible at a minimum of $5.00? and a maximum of $19.575: 5 months from Jun 24 Related info: Message 5026873 Message 5057260 forbes.com 990219 - February Options expirations ????? - Announcement of serious relationship with MCI based on 2 MCI heavyweights on the board and no announcement yet made. NOTE From JC: MCI already has a Unified messaging product= NetworkMCI contact. They sell it via NetworkMCI, but it is still a MCI product and is sold through existing MCI sales channels. I cannot see that MCI would develop their own product and then sign on to resell someone elses? Contact has most of the functionality of Portico, sans the VUI. They even have pre-recorded media content, news, stock quotes etc. Board members often act for their own personal interests not their corporate ones. Possibly MCI will not officially affiliate with Portico. BTW: I have tried contact as well as each of the other 9 Portico competitors, and still think Portico is the best!! ????? - First Announcement of how many subscribers have signed up ????? - Announcement of 100,000th subscriber ????? - Short interest drops below 2 million shares ????? - Short interest drops below 1 million shares ????? - 1st carrier sign up ????? - second NOC announcement. ????? - Microsoft converts convertible preferred shares (X million) ????? - there are several rounds of convertible shares ????? - warrants that can be exercised Info on some schedules as to when these shares could be forced to convert. Many of the shares may go for years before they convert: sec.yahoo.com ????? - possibility of a general market crash, although GMGC seems to trade to its own drummer Please add to this list!