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

To: hcirteg who wrote (6148)	5/12/1999 11:29:00 AM
From: smueller	Respond to of 10081

I never really bought in to the SUNW purchase... doesn't make sense to me. Even the QWST deal seems odd... is it worth it to QWST to buy GMGC just to gain exclusive rights to their technology? Or would they license it to other carriers? If so, why buy GMGC? Regarding MOT... given their Starfish purchase, I guess it _might_ make sense... but still doesn't jive IMHO. A MSFT purchase would make the most sense to me... but I haven't heard any rumors of that happening. None of what I've said precludes one of these companies from investing in GMGC, if they assume it is cheap right now, and will be worth much more later (as we all hope). But an acquisition just doesn't make sense to me... companies usually acquire companies that add to their core competency. Besides, Markman seems to believe that he is on the verge of a break through in the second half of this year... why sell now? This is all just my guy feel... -Stephen