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

To: Mark Oliver who wrote (5030)	2/8/1999 9:59:00 PM
From: ynot	Read Replies (4) \| Respond to of 10081

dragonsys.com nuance.com VUI

To: Mark Oliver who wrote (5030)	2/8/1999 11:16:00 PM
From: Sea Otter	Read Replies (1) \| Respond to of 10081

Yes, I expect there'll be a convergence. Meanwhile, there are a lot of angles to play and a lot of money to be made. Btw, Alain Rossman, CEO of UP, use to work with GMGC. And, in fact, his wife was their Mkt VP. So one can safely assume that these two firms have each other scoped out quite well. Oddly enough, I bet if UP went public tomorrow they'd exit over $20. And they aren't a tenth of the company that GMGC is in terms of partnerships, market or technology. GMGC is still living down its sordid pre-Portico past. Plus we have a general market-education problem, imho. Still, today's action was encouraging. Sooner or later the world will understand just how big this is. Of course, by that time, they won't be able to buy at $6. Sea Otter

To: Mark Oliver who wrote (5030)	2/8/1999 11:51:00 PM
From: Sea Otter	Read Replies (3) \| Respond to of 10081

Mark, A little more on your post ... I've used the UP product. In fact, my boyfriend developed some of their early protos. Interesting, has it's place. And integrating voice with it makes drop-dead sense. Not only would you want to switch to voice sometimes, but sometimes you want to get the results in text (cuts both ways). For example: "Portico, send me all American Airline flights leaving SFO and arriving in NYC today". (And up pops a text listing of the flights on your phone's micro-browser). That kind of thing. UP can't make money on the micro-browser side. Basically we're talking a stripped down HTML browser that fits in a phone ROM. No, their money is on the server side, just like GMGC. And an integration would be easy, I think. Sea Otter