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

To: Apollo who wrote (26664)	6/22/2000 4:06:00 PM
From: BDR	Respond to of 54805

Speaking of voice recognition, here is an announcement from the other player in that arena, IBM with its ViaVoice, that also involves Siebel. siliconinvestor.com IBM Gives e-business A Voice New products and strategic relationships provide first end-to-end voice solution for market predicted to reach $120 billion by 2006 NEW YORK--(BUSINESS WIRE)--June 22, 2000--IBM (NYSE: IBM) today unveiled seven new voice technology products, including IBM WebSphere Voice Server with ViaVoice Technology, creating the industry's first end-to-end platform that will help customers voice-enable e-business for the mobile Internet. As part of today's announcement, IBM also unveiled strategic relationships with industry leaders Siebel (NASDAQ: SEBL), General Magic (NASDAQ: GMGC) and Luminant (NASDAQ: LUMT). Together with these companies, IBM will provide the infrastructure for the voice technology market, estimated to reach $120 billion worldwide by 2006(a).

To: Apollo who wrote (26664)	6/22/2000 4:29:00 PM
From: mauser96	Read Replies (3) \| Respond to of 54805

The Hunt Report on LHSP was very informative, but what made me decide to buy it was their purchase of Dragon Systems. This is a great combination, mating the best technologies (Dragon) with the best business plan (LHSP). Speech recognition is the only practical way for highly portable devices to interact with the www. It will come because it has to come. The big question is whether anybody can make a lot of money off of it, so LHSP isn't the kind of stock to put a lot into at this stage. Moore's law is at work here, making the technologies needed for speech recognition cheaper and better every year. At some point the needs for portable internet and effective speech recognition will intersect and demand should explode. LHSP is the best placed company to exploit this nexus.