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

To: Seconds Out who wrote (3771)	9/22/1998 7:38:00 PM
From: George the Greek	Respond to of 10081

I've come to believe in the magic recently. Read about the company after the IPO, when, if memory serves me, they were pursuing agent tech with Magic Cap kernel. Then, didn't follow them for a long time. But when Portico came on the scene, and the stock took a dive from it's midsummer highs - well, it became mighty enticing. I still have to get a Portico demo under my belt, but the Magic Thread has become a regular read. George

To: Seconds Out who wrote (3771)	9/22/1998 8:52:00 PM
From: Sea Otter	Read Replies (1) \| Respond to of 10081

What I find interesting about the PR campaign is the fact that it is immediately aggressive and national in scope. I was told that a more gentle ramp was planned, but it looks like this is no longer the case. So, sometime over the past couple months, GMGC decided to get aggressive both in terms of timeframe (Sept instead of Oct) and in terms of advertising scope. This implies, to me, that other large cards will soon be played and the original PR plan didn't support those cards. For instance, if we get carrier(s) soon, or if Microsoft weights in over the next month, then the PR needs to be already running on full to maximally exploit these opportunities. Here's hoping for some real surprises. Sea Otter