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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.37-0.9%Dec 3 3:59 PM EST

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To: Lizzie Tudor who wrote (107770)8/31/2000 10:20:00 PM
From: Sarmad Y. Hermiz  Read Replies (3) of 164684
 
>> William brought Nuance to the other thread a while ago. I finally discovered v-XML has potential after visiting some websites of the new exchanges. I then researched all the voice portals and voice stocks and discovered that Nuance was indeed the best positioned to benefit if the voice-web ever takes off. Sure a whole bunch of stocks are overvalued but nuance has the best value chain. That was a great pick of William's.
<<

Well thanks for bringing up nuance. Because that is a perfect example of stock with no fundamental justification for its price. Or technical justification for that matter. I happen to be one of the earlier users of that software. We did a prototype voice rec. The chief attraction was that it runs on top of Windows. so we could run it on a pc. That is wonderful for a research project, but not an advantage for production type application. William's reason for buying it (runs on PC) is totally bogus, and the only reason NUAN went up was due to furious pumping ala Amzn. There are 26 news/PR items on nuan during August. If the fundamental discussions have any relevance, please have William tell you fundamentally why nuan stalled and came down 50 pts.

But honestly, I don't like to antagonistic here. And if I do, please forgive. I do seriously want to ask you something. You're an expert in supply chain management. My guess is the real beneficiaries of this kind of system would be old-line manufacturers who spend $billions on raw materials or semi-finished goods and need to schedule final production on a just-in-time-basis. Does that make sense ?

Sarmad
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