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

To: Kevin G. O'Neill who wrote (3945)	10/23/1998 3:30:00 PM
From: Rick Rappaport	Read Replies (1) \| Respond to of 10081

Thanks for the update on the advertising. It's clear that GMGC has spent their limited funds in only the SF Bay, Chicago, NY areas and is hoping a groundswell there will give enough revenue to advertise elsewhere. Without advertising it's a tough haul to sell. I'm a bit skeptical about Markman's stated reasons for pushing back the earnings release date unless what he means is he has some concern about some numbers and their accounting treatment. That seems more likely. It's all a guess at this point but my dd tells me that it's pretty rare for this delay to bode well. At best we can hope it's neutral. Even though I am long, big swings downward make the road back that much tougher to navigate. That's mainly why I'm concerned about these earnings. I don't expect anything positive except possibly the conf call.