Seagate Technology Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Seagate Technology

STX 283.26

-1.6%

Nov 12 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mark Oliver who wrote (6128)	10/30/1998 11:11:00 PM
From: Gus	Read Replies (1) of 7841

No, I haven't heard any estimate on Dragon Systems. The top three companies in speech recognition seem to be Lernout en Hauspie (LSHPF), IBM and Dragon Systems. LHSPF (see below) may be useful as a proxy for Dragon's valuation altho I suppose it deserves a premium (19-20 PSR) for being MSFT's anointed one (MSFT owns a large chunk of LSHPF equity ). Last year I recall reading a CNET article in which Bill Gates described greater emphasis on the hierarchy of storage (fixed disk, removable media) and more innovative ways for users to interface with the computer (with speech recognition being at the forefront) in future generations of Windows. biz.yahoo.com Sandisk ain't too bad too, ugly chart and all. 65% share of its market. No debt. Lots of cash. Sensor technology (CCDs or charge coupled devices in the case of digital cameras) is poised to take what some have called a remarkable order of magnitude (engineer parlance for 10x improvements) leap in functionality and that translates into richer images with more pixels (and/or fractals?) which require more flash memory. biz.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next