Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (48005)	8/6/2000 4:27:43 PM
From: Lizzie Tudor	Read Replies (3) of 63513

I am disagreeing with Lizzie about the potential for the speech recognition applications (Nuance and Speechworks). I consider the application to be an overvalued hype job that does have a limited legitimate market and she and several others on the thread think that the hype is not without justification. Actually you and I are on the same page fundamentally. I don't like voice recognition myself. I'm just reacting to the stocks + strength in the overall mkt, and letting that drive my investment decisions. One appealing thing about voice recognition software stocks is the lack of any looming gorilla that could swoop in and take over. Thats what we have in software, Oracle always out there threatening any new space, it puts a damper on things. VR software is one of those things like yahoo where nobody is doing it or wants to do it, except these few startup companies who are too specialized to be acquired by a general software company. That could be part of the appeal of these stocks.

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