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Technology Stocks : LHSP: Lernout En Hauspie
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To: cdtejuan who wrote (2262)8/8/2000 9:20:32 PM
From: A.L. Reagan   of 2467
 
Juan, thanks for the "LHSP Link Shrine" to the Cowen report. Although to some degree Cowen is "bought and paid for" sounds like Stone did real gumshoe work, rather that the WSJ's apparent phoning up of people - and our Asian friends are particularly circumspect.

Did note that the Q2 revs handily beat Cowen's estimate - since they did the M&A work on Dictaphone and Dragon, Stone wouldn't be in the dark on estimating revenues.

And the Cowen 7/30 report was perhaps eerily on target in the prediction that Q2 earnings would mark more or less a turning point.

Still would like to see that balance sheet...
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