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: Earlgrey who wrote (3753)	9/21/1998 9:15:00 AM
From: dwight martin	Respond to of 10081

Ad blitz: biz.yahoo.com

To: Earlgrey who wrote (3753)	9/21/1998 10:27:00 AM
From: Sea Otter	Respond to of 10081

I think we're all in violent agreement. The GMGC tide is fundamentally coming in, however the overall market is gloomy. Makes for treacherous tidal surges and rips. If market fundamentals were reasonable I'd be loading up on GMGC right now, but instead I'm just cautiously nibbling. Staying away from everything else, except for some modest investments in beaten-down y2k companies. I also agree with Drew's excellent post. GMGC doesn't have the mindshare/brand recognition of Netscape. On that basis alone they are a threat, independent of the merits of their service. I presume, however, that this has lit a fire under GMGC and perspective large partners. Time to get moving and develop a competitive presence. Mitigating this is the fact that Netscape is a ways from delivering a true Portico-like service (PR hype notwithstanding). This will take awhile, and we've got the lead. Now GMGC needs to use this lead to partner with the big players. Sea Otter