hi stan,
i am not positive either...but, i am beginning here now because i like the following:
lhsp is growing revenues over 50% now. that softens any risk considerably imo.
i am just about convinced voice is the next killer app...and after last night's news release, it seems bill gates agrees.
others agree too....lots of news around concerning developing voice apps for PDAs, cell phones, PCs, home networking, autos, etc..
i heard gates say last year that the keyboard is a dinosaur...clearly, reading last night's news, he still believes that.
lhsp has the world's best speech development engineers in employ already.
lhsp is not afraid to buy a competitor...a la csco.
with 155 million in total revenues for the quarter, lhsp is a real company with real revenues, real earnings, and real growth.
i am results oriented...the company is growing...i could care less about personality or what suit who wears on tv. i have never made a mistake taking a ceo's word over that of an innuendo laden article written by a reporter.
lhsp is the largest player.
the P/S ratio is under 7...with 50% revenue growth. that is incredible.
the msft connection. i, too, trust gates' judgement. he picked lhsp.
the bad news! i love to buy a rapidly growing company in a big league sector, when a cloud of bad news is around. i never got a great deal when "everyone" thought "everything" was all bright and rosy.
i don't mind being ahead of the tornado as long as i see one forming...50% and accelerating growth will keep me very happy as i wait for a tornado to form.
i predict next quarter lhsp will be able to announce over 500% sequential earnings growth...i want to be here for that.
unclewest
edit...i am going to put some gmgc in this basket....gmgc has deals with GM and IBM. though small, gmgc should not be completely overlooked...at least not yet. |
