Voice and/or Speech Recognition: The Next Holy Grail Message Board

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Technology Stocks : Voice and/or Speech Recognition: The Next Holy Grail

MSFT 517.82

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Oct 31 3:59 PM EDT

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To: Dr. Bob who wrote (48)	4/11/1998 5:38:00 PM
From: Bill Jackson	of 90

Bob, Seagate does seem out in left field, true, I suspect that speech rec will soon be a commodity item and the winner will be the one who shrinks it and optimises it for embedded uses. This recent sniffing by the DOJ at Microsoft might just inhibit this type of action. In fact the DOJ should be told now just so they can take action in advance and not wait 'till the Dragon is on death row. I do not know what kind of forward warning system the DOJ uses, if any, but they should be alerted to this type of activity. The OS market now grows at the rate of the market growing, and as the ASP falls the % going to OS rises, typically $80 for Win95. In under $1000 systems this is 8% of total price and can be 50%? of the makers profit margin?. So if they give it away free like IE4, they do not grow their own market, but they do destroy anothers market(Netscape) and for no gain on their part. So Why? Dog in manger? A look to the future when another might make a browser based OS and no-one needs windows anymore? All possible. In the long run you buy and OS and it has all the programs embedded in it. No need for others?, ridiculous, but we will go partway down this path I am sure, since we have already been that way. Bill

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