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

To: garyx who wrote (19858)	3/12/2000 3:06:00 AM
From: shamsaee	Read Replies (1) \| Respond to of 54805

Garyx you read my mind.Thanks for the LHSP report.Any chance you can do one on AETH in the next ten minutes.

To: garyx who wrote (19858)	3/12/2000 3:41:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

RE: LHSP Excellent presentation Garyx! I just thought you would like to know that there is a Rule Breaker seminar with 20,000 participants going on at The Motley Fool. I am heading up two of the 50 teams and one of my teams has selected LHSP as one of our final candidates after digging through some vary basic criteria on many companies: 1. CUSTOMER SELECTION: Who is the customer? 2. VALUE CAPTURE: How does the business turn those customers into profits? 3. STRATEGIC CONTROL: How can the business protect those profits? 4. SCOPE: How much bigger, and in what ways, can the business grow? So, the collective effort of one of my 500 member teams might enjoy viewing your presentation if you would allow it. Drop me a PM if that is okay with you. It could be that if LHSP rises to the top from all 50 teams, your presentation could be read by 20,000. BB

To: garyx who wrote (19858)	3/12/2000 2:13:00 PM
From: KevRupert	Respond to of 54805

Garyx, that is an excellent report. Thank you very much for your efforts. My major concerns with the company have been addressed by Herb Greenberg, of thestreet.com, for quite some time now. The issues seemed to always focus upon accounting issues, and the fact that LHSP management would never publicly address these issues. Thanks again. Herb has been write-on about a lot of these issues, and I respect his research greatly. Just a side issue if anyone wants info on the possible downside of LHSP.

To: garyx who wrote (19858)	3/14/2000 8:50:00 AM
From: xdimitri	Respond to of 54805

LHSP the gorilla family nice gorilla game analysis but i want to add a few important points which will strengthen its candidacy even more LHSP is a family of gorillas :-) i see at least three to four family members of which some are still in a seemingly early stage - i call them a family because they are strongly linked with each other - the fact they are strongly linked and embedded into each other will make each one of them a lot stronger : the speech-to-text gorilla (which you described quite accurately - i will not elaborate on this one) the text-to-speech gorilla (i will elaborate on this on in this post) the text-to-text or translation software gorilla (i will elaborate on this one in a next post)- the competitive advantage here lies in the power of the multilanguage (over 36 languages by end 00) proprietary semantic database developed over the years. it takes years and a simply not available amount of speech engineers and linguists to build another one. (lhsp employs more speechtech engineers and linguists than all of the competition together) link this with its other technologies and with the fact that only a rather limited part of the world understands english and try to gauge the potential the semantic intelligence gorilla(i will elaborate on this on in a next post) 1. speech-to-text gorilla 2. text-to-speech gorilla 2.1. overview lhsp developed the realspeak text-to-speech technology which will be available in 36 languages by the end of this year. It is the only product in the marketplace with a human or natural sounding voice and outbeats every competitor. Gaston Bastiaens very recently said in an interview on stocktalk 0n24 "we own that market" realspeak is already licensed to lots of mobile operators, big telephony and callcenter companies, automotive companies, a joint venture with fox kids for the gaming business, www.ananova.com and some more. see www.lhsl.com for the complete list 2.2. gorilla characteristics 2.2.1 Is there a discontinuous innovation or a proprietary open architecture ? Yes. replacing human and pre-recorded voices, screen and all kind of other communication interfaces by a naturally sounding computer voice is a paradigm shift. Development tools for the speech-to-text platform will probably also be developed to create some kind of proprietary platform to build solutions on 2.2.2 Does it have the potential to grow into a mass market phenomenon, become a standard? Yes. It can and will pop up in virtually every interface we daily use pda's, computers, cars, access systems, electric apparatus, virtual newsreaders, virtual books, animation movies...realspeak is already the de facto standard in its field and will be embedded in all technology layers 2.2.3 Are there high barriers to entry and high switching costs? yes and yes. barriers are high due to proprietary technology, years of work and simply not available human resources to create the multi-language semantic database. embedding the technology in all layers from hardware to application software will make switching costs very high - 2.2.4 Have Value Chains developed, and have they crossed the chasm? yes and yes. (though not yet visible in the marketplace and in a very early stage). demand for realspeak licenses is tremendous dixit jo lernout. it will be in all voice platforms very soon the first licensees are getting their products ready for the market in the months to come(text-to-speech e-mail appliances)- www.ananova.com is one of them (available in april 00) the quality of the natural sounding voice gets lhsp over the chasm greetings slwyc

To: garyx who wrote (19858)	3/16/2000 1:35:00 AM
From: saukriver	Read Replies (1) \| Respond to of 54805

Geoffrey Moore on LHSP: Posted on the gg list on 3/14 "From: "Geoffrey Moore" <geoffmoore@chasmgroup.com> Date: Tue, 14 Mar 2000 21:57:50 -0800 Gang, I really appreciated the Gorilla analysis of LHSP in speech recognition. For me the key question is, when partners design in LHSP and then later decide they want to switch it out for Dragon on IBM ViaVoice, how high are the barriers to exit? My speculation is that the power position will be created not on the desktop but back inside the network where speech recognition may be offered as another service layer. So partner, not customer, switching costs is my touchstone. Geoff Geoffrey Moore Chairman, The Chasm Group (650) 312-1946 Venture Partner, Mohr Davidow Ventures (650) 854-7236"

To: garyx who wrote (19858)	3/16/2000 2:34:00 PM
From: Apollo	Read Replies (3) \| Respond to of 54805

LHSP.... Garyx: Thank you for the Hunt report on LHSP. Do I understand from your report that LHSP is a gorilla candidate, as opposed to a royalty play? If it is a gorilla candidate, do I understand from your report that LHSP uses closed proprietary architecture, which would not be quite as profitable or longlasting as open proprietary architecture since this latter condition may result in a larger value chain? Either way, I have been interested in speech recognition for several years. I have tried Dragon systems/IBM ViaVoice and been disappointed with the inordinate amount of time necessary to train the computer.....in part, because I was born and reared in L.A., which means I slur my words. <gg> The point made that switching costs should be high because of the prior investment in time and energy to train the computer is valid, at the present time. But this much investment makes me think that we must be prior to tornado. No consumer tornado would form around software that requires excessive investment in time, or so it seems to me. Even with, say 95% accurate recognition, this means corrections 5% of the time, which is a lot. Rankings of LHSP, Dragon & IBM show each is relatively close to the others, and none is near perfect. So my 1999 understanding of this field has been that none of the software choices were ready for primetime. From personal experience, I have concluded that the busiest professionals most likely to benefit from a timesaver like speech recognition, perversely don't have the up-front time needed to make this software work. JMHO. The advent of faster processors and greater memory bandwidth (Rambus) should help the rollout of speech recognition. In your opinion, what has been the reason for the triple in the stock price over the past 60 days, and is this hype, MO-MO, or what? Best to you, and thank you for an excellent report, Apollo