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

To: Ronald C. Vinyard who wrote (4011)	11/3/1998 1:47:00 PM
From: Rick Rappaport	Respond to of 10081

I agree that the limited advertising is simply due to budgetary constraints. IR says: "we're always looking for money" when asked about cash burn rates and future financing, so I think GM targeted three markets and spent their money trying to build the kind of awareness that leads to word of mouth sales. My concern is that a lot of emphasis now rides with the 9/11 earnings- which GM has stated will reflect nominal revenues from Portico and moderate ramp up expenses. To me such expressions dictate at the least more of the same maybe worse much less upward surprises. The conference call is the key and I just don't think Markman will provide any stats or predictions.