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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Tom Murphy who wrote (2644)	9/5/1998 7:20:00 PM
From: Tom Murphy	Read Replies (1) \| Respond to of 18998

In reference to my previous post...I do market intelligence. The information has been previously made available to the public through one forum or another. I cannot get more specific as that would cross the line of posting proprietary information owned by my employer. My employer is not affiliated with GMGC and this is not insider information. This is opinion based on market research. I currently hold a small position in GMGC.

To: Tom Murphy who wrote (2644)	9/6/1998 2:42:00 AM
From: D. Chapman	Read Replies (1) \| Respond to of 18998

Tom Murphy is long GMGC from the 10-15 range Just check out this post he made 1 day before GMGC's worst sell off this year... Message 5357649

To: Tom Murphy who wrote (2644)	9/7/1998 11:27:00 AM
From: Tokyo VD	Read Replies (1) \| Respond to of 18998

Tom, Why don't you tell us who these 8 major carriers are and why you think 3 of them will partner with GMGC because the rumors of major carriers in tests has long purported and never materialized (according to GMGC bulls, GTE Wireless and Sprint PCS were supposed to make announcements back at the end of July). In an earlier post in the GMGC thread, you wrote: <<With the stock trading over $11 with only $91,000 in quarterly revenues, 100,000 subscribers will double this stock again. I would not be surprised to see GMGC eventually trade as high as $40 before they ever turn a profit. Take a look at the telecom/cellular companies, half of them are losing money hand over fist and trading between $25 and $60/share>> Telecom/cellular companies are valued on either EBITDA or discounted cash flow. GMGC has neither (but it has sold enough private stock to dilute shares outstanding to over 45 million). By the way, the research coverage you cited from AIBC Investment is suspect at best. Didn't you read the Business Week story about the Russian mafia and money laundering? Where do you think the bad guys were domiciled? (hint: AIBC is in NYC and has ties to the principals at Global Equities Group) Tokyo