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

To: VIPER85730 who wrote (5384)	3/3/1999 11:50:00 PM
From: Sea Otter	Respond to of 10081

>Personally, I'd find it more enlightening to see >how people react to the earnings >report by itself. Know what I mean? Oh boy, I sure do. Anyway, I doubt pure PR will move this stock now. My feeling is that volume won't move until they we see the March 10th numbers. At the moment GMGC is a black box to the public/analysts. How is Portico faring? Is revenue increasing? What are the projections for next Q, based off of that? Etc etc. No one knows. I predict the numbers are very good. I base this simply on the rather bright and chirpy attitude of gmgc employees. By good, I think they'll be "nominal", but much better than that 500k estimate Goldman made. But this is just a guess on my part, based off the strong morale and the overall quality of the rollout/product. Then the zillion dollar question is: what will the street think? Lets assume for the sake of argument that GMGC blows out the estimates. Say a 1M quarter. Showing such strong quarter/year-to-quarter growth should be a huge positive. Then, if this is put into the context of an overall rising tide (all the SR/VUI action we see going on right now), and is then projected out with Intuit/WK, we should be sitting very pretty. On the other hand, what the market fears is a failure. Face it, GMGC has never delivered in the past, so the market is leary. It obviously fears a negative surprise. So we drift lower. I bet if GMGC put out any PR in the next few days the market would just yawn. It wants to see the $$s before it makes an attempt at valuation. If GMGC blows out their quarter, however, then I bet the market would be interested in some flashy PR. If GMGC misses the quarter, well, I doubt there's a PR out there that could save their sorry hides. Sea Otter