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Technology Stocks : LHSP: Lernout En Hauspie

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To: Sky who wrote (397)12/6/1997 6:42:00 AM
From: Robert Scott  Read Replies (2) of 2467
 
1. They don't make a product called Voice Power - perhaps you mean VoicePad. If you do, you are comparing apples with oranges when you speak of IBM & Dragon. VoicePad is not a continuous speech product while the others are. VoiceExpress is due early next year and it will leapfrog competition by including continuous voice dictation of text and formating for Word.

2. Their retail business is near 0 now but should be a significant contributor in 1998 and beyond. Their business customers are buying lots of product from them.

3.. You've missed the big picture on this one - they are the best positioned pure play on speech recognition.

For me, this is a core holding for at least the next several years. We are at the very beginning of this and the market is HUGE. Where the stock will go in the short term is anyone's guess but I feel very comfortable holding this for some time.
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