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To: Souze who wrote (5973)4/30/1999 12:36:00 PM
From: William Presti  Read Replies (1) | Respond to of 10081
 
Not that we're voting here, but I tend to agree
with Sea Otter's interpretation of the 3com
item. As far as pending news goes, I have a feeling
that we are going to see something unexpected announced
in the near future. Isn't that always the case? Look
how we were caught by surprise when the WK and Qwest
announcements were made. My WAG would be something
along the lines of a VUI/magicTalk annoucement coming
from EBAY.

Here are also some thoughts about the 20 million in financing
that GM recently announced. There has been some discussion
on the topic and no one sees this financing as a positive.
To me, 20 million seemed like a rather small amount--an amount
that was simply needed to tide GM over until the real revenues
started to roll in the the latter half of 1999. Also, by
not receiving additional equity investments from some heavy
hitters such as MSFT, QWST, MOT, etc. I would think that GM
would retain greater control over its own destiny. Any thoughts on these views?

B