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


To: mauser96 who wrote (17957)2/14/2000 3:08:00 PM
From: xdimitri  Respond to of 54805
 
the English voice recognition products of LHSP, Dragon and some others are a match for each other in the quality segment of the market - it depends on what review/criteria/source you use which one is superior/inferior - though no one competitor supports as many languages as LHSP.
LHSP is without a peer in the products for the text-to-speech market. L&H Realspeak is without any discussion the very best technology available in the marketplace.

lhsl.com

the most profitable part of this kind of businesses is the licensing of technology whether it is for the consumer market or for the solutions market. The development and licensing of the core technology will stay the focus business for LHSP while the lower margin solution businesses will become separate entities - to be ipo-ed in the near future - focused on specific parts of the market (internet - telephony - healthcare).

the run-up lately was a mixed bag of different elements :
- overtaking manoevre after more than a year of depression because of short bashing
- short covering (their former arguments have last all ground)
- speech technology market ready for explosion - speech user interface for wireless app's
- lots of important new contracts
- good numbers and high quality earnings beating the street
- market becoming aware of the enormous possibilities of this market
...

greetings

slwyc



To: mauser96 who wrote (17957)2/14/2000 3:37:00 PM
From: Robert Jacobs  Read Replies (1) | Respond to of 54805
 
Cree price target raised to $225 by Prudential Securities. This was up from $61 last summer, $120 a few months ago and follows BAC/Montgomery last month at $200! If Cree isn't a gorilla, it is certainly behaving like one.