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Technology Stocks : LHSP: Lernout En Hauspie
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To: Dave Doriguzzi who wrote (1290)7/8/1998 7:51:00 AM
From: Dr. Bob  Read Replies (1) of 2467
 
Dave,

To amplify your remarks -

Having MSFT license your product is not always the kiss of death - Java is an example of that, where MSFT tried very hard to come up with an alternative, but the market continues to choose Java, not Active-X. IF MSFT can come up with a "generic equivalent" it no doubt will, but as you and I have pointed out, LHSPF's lead, especially in the translation aspect, is a very high hurdle for anyone to overcome. As a part-owner of LHSPF, MSFT has at least some reason to partner with rather than bury LHSPF, and certainly recognizes that the market is well aware of this cannabalistic tendency, choosing ANY one other than MSFT when it can - thus making LHSPF more attractive as an arms-length partner than as a division of MSFT.

Bob
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