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To: john david martin who wrote (3775)	9/22/1998 11:52:00 PM
From: Rob Anderson	Respond to of 10081

You have good reason to be nervous! Its natural! Sea Otter is very knowledgeable concerning GMGC. So lets hope she has this one pegged! I believe we will test the 15 mark soon! Hand tough

To: john david martin who wrote (3775)	9/23/1998 12:10:00 AM
From: deepresearch	Respond to of 10081

In the conference call on earnings back in July(?) Steve Markman categorically stated that they would not release subscriber numbers - only revenues (analysts can work back from them). It has been reported here that we can expect subscriber numbers with earnings but personally I doubt it. Anyway that's why you shouldn't be hanging for numbers now. Same goes for telco announcements - all investor relations contact has indicated these will be end of this year/1Q99. My guess is we will get one Telco announced within the next 4 weeks but again if we do it is a 'surprise'. I would only be concerned with your investment here if you don't see the stock price you are looking for by end of this year. Remember the fundamentals remain unchanged despite that price fall - there should never have been any expectation of earnings at that point. Sadly there was.

To: john david martin who wrote (3775)	9/23/1998 7:48:00 AM
From: Sea Otter	Read Replies (1) \| Respond to of 10081

>Couldn't the change in moving the ADS release >date forward be due to a lack of >resellers signing subscribers? That is a logical alternative reading. However, I don't think so. Anecdotal evidence is that the service is doing very well (based on my chats with a few resellers and few gmgc employees, plus what I've seen from other posts). However, no one has ever told me a customer count. Private strategic info - I'll doubt they'll ever disclose these numbers. Markman made this clear. I suspect they did go through a dip after the early sign-ups. The real heatseekers got in quickly and then they've grown slowly from there, via referrals. But all to be expected. As to Telcos, well, I don't see any reason to doubt the party line on this either. Telcos are large, they're conservative. It takes time to get the brontosaurus moving. Plus, GMGC simply wasn't in a position yet capacity-wise to take advantage of such a deal. Now they're at the point where such a deal would be exploitable. And, certainly, the Telcos have had the time to fully evaluate the service. Add to this the new market-validating entrants (Netscape), and the innate competitive/differentiation pressures within the telecom industry itself, then it seems to me that we're set to run within a couple months. The stars are aligned. I'm a born skeptic too, and also didn't enjoy the fall from $14. Let's keep watching and researching this thing, maybe we can figure it out! Good luck. Sea Otter