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

To: Rick Rappaport who wrote (4126)	11/11/1998 4:11:00 PM
From: up_tick	Respond to of 10081

Rick, >Your last statement about the 9 carriers gm hoped to >have selling Portico--do you think that a service 18-24 months >away from availability eliminates the carriers' interest in >offering Portico? No, it doesn't eliminate the chance but I think it will be very difficult for GMGC to sell against MSFT/QCOM. Carriers prefer down- and mass-market services that evolve as technology becomes accepted and reliable. Portico is really advanced stuff (hat's off to GMGC for building such a cool application.) But the steam-rollers with bigger marketing, more resources, and as they demonstrated yesterday - MORE CLOUT - are tying up the carriers and influencing them in a direction that could make Portico hard to differientiate. >Do you see gmgc in great financial need the first >quarter 99 and rolling over for the next investors? I need to see the 10Q -- it's has to be out any day now. When I get it I can refine and recalc my models.