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

To: Iraklis who wrote (4068)	11/9/1998 11:39:00 AM
From: Drew Freeman	Respond to of 10081

Hi; I believe Nuance supplied Schwab with their Voicebroker capability. Schwab's implementation is very limited (and annoying, IMHO) compared to Portico. I must say that I'm absolutely on pins and needles about the call on Wednesday. I'm overjoyed at the news this morning about Intuit and what this means about GMGC's ability to make strategic deals (and to think outside of the Telco box). I also loved the ensuing pop in price. As to Markman's vision of being the enabling technology behind VUI access to the Internet, I love it. If you don't swing for the fence, you don't hit home runs, and I believe that Casey's at bat. I too think that GMGC's ducks are in a row big time, and that the roughest waters are behind them. In Geoffrey Moore-speak, I think Portico has 'crossed the chasm'. Over the last week I increased my long position very substantially (back to that 'how to hit home runs' blurb). I'm hoping to clink champagne glasses with you all before long; Drew