NUANCE COMMUNICATIONS (NUAN) -- Voice Interface Software Message Board

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Technology Stocks : NUANCE COMMUNICATIONS (NUAN) -- Voice Interface Software

NUAN 54.84

0.0%

Aug 11 5:00 PM EST

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To: Glenn D. Rudolph who wrote (68)	8/9/2000 12:56:54 PM
From: A.L. Reagan	Read Replies (1) of 191

Good points on risks of shorting, Glenn. You waited a long time and suffered much in the interim to be right on AMZN. The difference here, I'd hazard to guess, is the amount of VC money, versus regular ol' insiders, locked-up. There had to be a huge recent increase in short interest for NUAN to be "hard to borrow". NASDAQ shows only 123,883 shares short @ 7/14, most recent report. So I'd surely agree with you that there's a risk of getting "Rambusized" on this one in the short-run, but come two months that risk factor will greatly diminish. This takes into account that there are quite different rules on true "insider" sales versus VC's and other early-stage investors who have held shares for two years. However, it is worth noting that the lock-up will expire during the so-called quiet period, so there could be an argument that a prudent short would wait until the 9/30 earnings are released.

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