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Technology Stocks : PC Sector Round Table

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To: Sam Citron who wrote (43)3/19/1998 8:27:00 PM
From: Pierre-X  Read Replies (2) of 2025
 
Re: AUI stocks

I think I may surprise you. Here are companies that stand to benefit greatly if AUI is indeed the next killer app.

INTC . . . MSFT . . . DELL . . . CPQ . . . WDC . . . MU

The boutiques focused on the actual speech recognition technology are:

LHSPF . . . FONX . . . VCSI . . . IBM . . . Dragon

Note that Dragon is not publicly traded. Unfortunately Dragon is about the best of the bunch with respect to technology, judging SOLELY on the basis of my trials with the various programs.

I have no position in any of these companies. The scuttlebutt on FONX is very negative. I eyeballed LHSPF in the high teens; you can see it closed today at 83 :o( You can get a taste of the LHSPF technology by downloading the beta of Microsoft Agent from MS.

I hadn't seen Netspeak before now. Their profile seems to indicate they are a networking technology rather than an AUI technology .. ?

God bless,
PX
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