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

To: stephen wall who wrote (5193)	2/16/1999 2:55:00 PM
From: ynot	Respond to of 10081

Returning the 'patent server' information favour... IMHO you may want to think about GMGC as an integrator and telco capacity reseller..why?..because it may influence how the market will value it. I did my digging and found that the patents seem to apply neatly to GMGC building a development software layer above the software and hardware purchased from suppliers that they are using to build the voice features of Portico and I assume also the Revolv offering. If the posts out there about double billing time and deal with the telco add up, then that is where the bundle is coming from with no real investment in technology other than this middle layer. The VR technology comes from all the partners, Nuance Speechworks et al...nothing new, available to everybody. GMGC appears to be in a good position with Wireless Knowledge as long as somebody doesn't add more value to the VR or 'VUI'. If you get this far, have a look at the article below, see www.redherring.com if you want to go to the source, but I thought I should paste it for those who want the convenience. Wireless Knowledge is near the bottom... Another pair joins wireless promenade By Owen Thomas Red Herring Online February 8, 1999 Swing your partners, do-sa-do. Players in the wireless industry are joining up with every tech company in sight. The latest deal is Motorola's (MOT) alliance with Cisco (CSCO), announced Monday at the Cellular Telecommunications Industry Association's Wireless '99 conference in New Orleans. Analysts say this one is a no-brainer -- or a many-brainer. "You have two companies who are pooling their brains," ays David Toung, an analyst at Argus Research who covers both companies. "Motorola is the leader in wireless technology; Cisco is the leader in networking technology." BOW TO YOUR PARTNER The industry has seen a raft of announcements recently. A year ago, Ericsson (ERICY), Motorola, Nokia (NOK.A), and Unwired Planet formed the Wireless Application Protocol (WAP) Forum, which several large telcos joined last November. In June, Psion, Ericsson, and Nokia announced the creation of Symbian, a joint venture dedicated to adapting Psion's EPOC operating system to cell phones and other communication devices. Motorola invested in Symbian in October. But Motorola and Cisco's announcement is most clearly targeted at WirelessKnowledge, a joint venture of Microsoft (MSFT) and Qualcomm (QCOM), a major wireless equipment maker. Both WirelessKnowledge and the Motorola-Cisco deal aim to outfit wireless data centers, a business that could become lucrative as telcos build out Internet-capable wireless networks. 3Com (COMS) is also a potential data center player. Currently, the Cisco competitor plans only to build its own proprietary network -- dubbed Palm.net -- for the upcoming Palm VII, a wireless handheld device that will be able to send and receive data from the Internet. But if its experiment takes off, 3Com could use systems developed for Palm.net to outfit other companies' data centers. Spyglass (SPYG) also announced at the show an update to its Prism product, a server-based software product that converts content for multiple platforms, including wireless devices. BOW TO YOUR CORNER Motorola and Cisco are playing the more-open-than-thou card, in a bid to win over telcos nervous about being locked into Microsoft's platforms. While WirelessKnowledge was launched amid promises of being "agnostic" about operating systems and wireless transmission systems, its parents have obvious vested interests in Microsoft's Windows NT operating system and Qualcomm's cell-division multiplexing architecture (CDMA) wireless protocol. As well, WirelessKnowledge's email and information-management services are built around Microsoft Exchange -- to the exclusion of other communications applications, including even Qualcomm's Eudora email software.

To: stephen wall who wrote (5193)	2/16/1999 4:25:00 PM
From: Mark Oliver	Respond to of 10081

My list of holdings are all down today, so I shouldn't be too surprised to see GMGC is also down, but to end under $5 seems like a shame. I've not sold and will likely look for a chance to add shares as this has often been a great buying opportunity with the chance of short term trading for a dollar profit. Might as well join the trend and take some short term profits. Could we have enough selling pressure to negate options this Friday and keep the price at or below $5? Regards, Mark