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Technology Stocks : LHSP: Lernout En Hauspie -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (2139)	5/1/2000 12:59:00 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 2467

jhg - I'm still in learning mode on LHSP but have concluded (using gorilla game terms) that: - in the not-to-distant future speech recognition will cross the chasm from bowling alley to the tornado; - LHSP is/will be the pre-eminent player by virtue of having by far the deepest present and future IPR capabilities globally. The main investment risk is the former. Anybody who invested in Kurzweil 10 years ago would know that! If you are willing to bet that the chasm will be crossed in the forseeable future, particularly with the Dragon acquisition, then LHSP is the future gorilla. Because there is a lot of proprietary technology here, and not generic open standards, this will be a gorilla game, not royalty play. You can contrast this to our other company of recent analysis, INSP, which is at the brink of a market crossing the chasm, and at present is reasonably close to the front of the line in wireless content distribution, but which has zero possibility of ever being a gorilla and faces competition from everybody and his brother. I suppose LHSP is up today based on technical factors, charts and graphs and all that stuff. I have a core long position, but also did a long straddle between May 90's (long) and May 100's (short) which is looking pretty good. All the straddles I did the past few weeks are looking pretty good and I was happy to write OTM premium to reduce the ITM cost basis and risk. The LHSP straddle cost less than $2 per share when I set it up to play the $90-$100 spread.