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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (48005)	8/6/2000 11:18:25 AM
From: Glenn D. Rudolph	Respond to of 63513

My apologies for jumping to conclusions about your intentions and an invitation to stay and discuss AMZN in an friendly environment. JXM, No apology necessary. I always enjoy the way you present yourself and find the people on this thread very nice and helpful. I am not current with the recent discussions here so clearly do not have a clue what is being discussed. This thread is quite active:-) I sat back and thought about your initial comment and Lizzie's initial complaint about the other thread. There are some people there that are actually bitter about the Amazon situation which may be what Lizzie was driving at rather than the fundamentals of Amazon. Lizzie's point that one cannot debate with one that is bitter is accurate in my opinion. That is done for now because I have nothing further to say about Amazon at present until something funamentally new occurs. BTW: Even as we speak, I am disagreeing with Lizzie about the potential for the speech recognition applications (Nuance and Speechworks). I consider the application to be an overvalued hype job that does have a limited legitimate market and she and several others on the thread think that the hype is not without justification. I am not real familiar here either but I do know that William Harmond is a fan of Nuance. William's picks are sometimes incorrect but he does have an excellent track record. I have read a little and do believe there is a good future for speech recognition. I believe the stock prices are already way ahead of themselves similar to the occurances that occured in many B2Cs and B2Bs last year. This seems to be a trend in the market in general these days when any sector becomes "hot." Glenn

To: Jorj X Mckie who wrote (48005)	8/6/2000 4:27:43 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 63513

I am disagreeing with Lizzie about the potential for the speech recognition applications (Nuance and Speechworks). I consider the application to be an overvalued hype job that does have a limited legitimate market and she and several others on the thread think that the hype is not without justification. Actually you and I are on the same page fundamentally. I don't like voice recognition myself. I'm just reacting to the stocks + strength in the overall mkt, and letting that drive my investment decisions. One appealing thing about voice recognition software stocks is the lack of any looming gorilla that could swoop in and take over. Thats what we have in software, Oracle always out there threatening any new space, it puts a damper on things. VR software is one of those things like yahoo where nobody is doing it or wants to do it, except these few startup companies who are too specialized to be acquired by a general software company. That could be part of the appeal of these stocks.