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


To: Apollo who wrote (27289)7/5/2000 7:46:58 PM
From: mauser96  Read Replies (1) | Respond to of 54805
 
Speech recognition is way pre chasm,, which is why I suggested only small holdings. Nevertheless, what else can be used for information delivery and reception in very small devices? A wrist watch sized device is sort of silly if you have to carry around a keyboard to use it. You might just as well integrate the device into the keyboard. Though speech is very complex, it does have rules so eventually it can be computerized. The human brain is unique amongst primates in having relatively large areas devoted to speech, and I have always felt that computing and/or communication devices will have to eventually be built around the strengths of the human brain, because it's easier to change the devices than the brain.
Will LHSP turn out to be a big winner? I have no idea but it's the best play available as a trial position to keep up with the field. As far as I can determine, except for IBM nobody is really close to them.
IMHO, speech recognition for the individual has been incorrectly marketed. Instead of 3 figure prices they should sell it at a price where a larger market will be willing to give it a trial. At the present level of technology it really isn't worth a lot of money to most people.
I seem to be having a problem lately with management credibility, but most of my money is in classic gorillas. One thing the last several months has reinforced is the wisdom of a fat cash position. Also the wisdom of owning more than a few G&K. If MSFT QCOM and GMST were the only G&K one owned the last 6 months the results wouldn't be pretty. Should we just buy the G&K Index and be done with it? Maybe, but then I would have missed the big CREE run up.