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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: xdimitri who wrote (17950)	2/14/2000 2:00:00 PM
From: mauser96	Read Replies (2) \| Respond to of 54805

Thanks for the report on LHSP. I'll keep an eye on them. However, we really don't know about the profitability of Dragon Systems (private) or IBM's ViaVoice (hidden inside IBM). It's probable that the consumer segment is more profitable than the business segment you discuss. LHSP profits don't seem all that exciting to me, especially since they have an inferior product in the consumer space. Other software markets have mostly shown that consumer sales are a lot more profitable than embedded products. I do know from speaking to the folks at Dragon that demand is very good, plus having to wait a couple of weeks before they could ship me their product. You sure can't argue against the nice price run up in the last month.Was that mostly news related? It's pretty much the only speech recognition game in town for most investors.