Matt,
It's hard to imagine DRGN "exploding" like Yahoo, eBay, Amazon, etc. Each of those were pioneers and the largest in their sector, so there was (is) no standard of comparison, and imaginations can run wild with the potential. DRGN comes into a sector where LHSPF is 3 times as big, and IBM and Philips have massive resources. DRGN's technology is highly respected, and VR is a major growth area, so I think the IPO will be well-received, but it will be valued much closer to reality.
I'm not sure what to say about MSFT (does anyone?). They have a working relationship with and part ownership of LHSPF, and no compelling reason that I can see to switch horses now or anytime soon, with LHSPF's strong suits being translation and the "vertical markets" (medical and legal). Dragon is the Apple Computer against the MSFT/LHSPF juggernaut - it will have its diehard loyal fans and can carve out a profitable niche, but I can't see how it will take the lead at the moment.
Bob |
