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

To: Sea Otter who wrote (5231)	2/18/1999 9:53:00 PM
From: terrapin	Respond to of 10081

A few thoughts... No (or very little) institutional analyst coverage. When was the last time we saw a research report? Remember the last conference call? Were there any respected analysts there? Where there any good questions asked? Nobody follows this stock, yet there are a lot of real brokerage houses trading this stock every day. Without buy recommendations and new investor dollars flowing into GMGC, this stock is at the whim of professional traders, large holders of stock, (i.e. convertible holders and institutions like MSFT) and on slow days the few retail investors who have had the fortune or misfortune to stumble onto GMGC for whatever reason. Without the hope of near term revenues, and no updates from management or IR, and no major brokerage firm following the stock, along with a huge and growing float, this stock is going to have a tough time vs. its peers. This is reality. I remember investing in a small company once that had an exciting new voice technology, only to see them overtaken by a plethora of other companies with similar and competing technologies that eventually caused the stock to disappear! I really don't want to see this happen again, and am seriously thinking of hedging my investment, (short and long term) with options. Magic can still succeed, but the clock is ticking... P.S. I really hope Dr. Markman isn't aware of these issues, because if he is, and the best that he can do are periodic memos on the company web site...

To: Sea Otter who wrote (5231)	2/18/1999 9:57:00 PM
From: Michael Feldstein	Read Replies (1) \| Respond to of 10081

Hi folks, Here's an interesting tidbit from the MacOSRumors site: "Apple has a really cool voice recognition product in the wings - reallycool! "It is similar to the old voice recognition in that it works with AppleScript, but the really cool thing is that you INTERact with it more than just giving it commands! So if you tell your computer to do something, it might ask you for more information as it works on the task for you. "The demo I saw was awesome and included a very useful email-reading session in which subject lines were read out, it was possible to ask who sent it, some emails were moved to a different folder by saying "I'll read that later." whereas others were read right away. It was all very natural, and performance was excellent given that the demonstrator was standing about 20 feet away from a powerbook in a room with some 60 other people!" Sound familiar? Sounds suspiciously like MagicTalk to me. While this site has a mixed record in terms of getting rumors right, they have gotten a fair percentage (say, 40-50%) right. And while AAPL certainly might produce such functionality without the help of GMGC, and while there would be certain technical issues to resolve (such has how to run NT-based technology in MacOS X, which is UNIX-based), it is at least food for thought. Check it out: www.macosrumors.com