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


To: Apollo who wrote (2276)8/9/2000 2:00:28 PM
From: the dodger  Respond to of 2467
 
"..."the story" is enchanting, and having MS Office 10 in every PC has got to bring smiles to all LHSP shareholders...."

I'm not real clear if LHSP will benefit here due to licensing & patenting agreements with MSFT -- few people come out on top when dealing with ol' Bill G.

"...Nevertheless, in which company does one prefer to invest:

1. the company in which the CEO knows the company and the numbers, and can properly guide analysts,..."


L&H has done a superior job of guiding analysts...but so has MSFT...but touche' on the "knowing his #'s" jab <G>

"...I like the field of Speech Recognition. I am not convinced that LHSP is the way to play that field..."

I agree with you here...if you're referring to the desk-top market...MSFT will most likely end up dominating there...but that's a bit like investing in DELL because you like their mousepads.

I think LHSP's strength is in the medical, wireless, automotive, and appliance market...so for now, I'll stick with with the company that's anticipated to grow earnings a 100+% next year -- at least until we get the audited #'s.

FWIW -- both of the covering analysts have reinterated 'buys" in the last 24 hrs, and are still supporting L&H

Gotta love this FUD...certainly creating a 'buy' opportunity...as long as FUD doesn't solidify into "mud" that sticks !!!<G>

td



To: Apollo who wrote (2276)8/9/2000 2:06:16 PM
From: unclewest  Read Replies (1) | Respond to of 2467
 
hi stan,
i am not positive either...but, i am beginning here now because i like the following:

lhsp is growing revenues over 50% now. that softens any risk considerably imo.

i am just about convinced voice is the next killer app...and after last night's news release, it seems bill gates agrees.

others agree too....lots of news around concerning developing voice apps for PDAs, cell phones, PCs, home networking, autos, etc..
i heard gates say last year that the keyboard is a dinosaur...clearly, reading last night's news, he still believes that.

lhsp has the world's best speech development engineers in employ already.

lhsp is not afraid to buy a competitor...a la csco.

with 155 million in total revenues for the quarter, lhsp is a real company with real revenues, real earnings, and real growth.
i am results oriented...the company is growing...i could care less about personality or what suit who wears on tv. i have never made a mistake taking a ceo's word over that of an innuendo laden article written by a reporter.

lhsp is the largest player.

the P/S ratio is under 7...with 50% revenue growth. that is incredible.

the msft connection. i, too, trust gates' judgement. he picked lhsp.

the bad news! i love to buy a rapidly growing company in a big league sector, when a cloud of bad news is around. i never got a great deal when "everyone" thought "everything" was all bright and rosy.

i don't mind being ahead of the tornado as long as i see one forming...50% and accelerating growth will keep me very happy as i wait for a tornado to form.

i predict next quarter lhsp will be able to announce over 500% sequential earnings growth...i want to be here for that.
unclewest
edit...i am going to put some gmgc in this basket....gmgc has deals with GM and IBM. though small, gmgc should not be completely overlooked...at least not yet.



To: Apollo who wrote (2276)8/9/2000 9:19:33 PM
From: unclewest  Read Replies (2) | Respond to of 2467
 
hi doc,
thought you might like to see this news...came out tonight.

i am also including one paragraph from thr quarterly statement.

also fyi, i spoke with my bro-in-law...he owns a very successful urgent care center...patient count near 300 per day right now...he is arranging for all of the docs to be trained in voice software.

news clip...BURLINGTON, Mass. & STRATFORD, Conn.--(BUSINESS WIRE)--Aug. 9, 2000--

L&H Dictaphone Healthcare Solutions Chosen from Field of Competitive

Offerings; Contract is One of Many Recent Wins, Underscoring Company's

Leadership Position in Healthcare

Dictaphone, a Lernout & Hauspie (NASDAQ: LHSP, EASDAQ: LHSP) (L&H) company, announced today that the Army Medical Department (AMEDD) has signed a contract worth up to $30 million dollars, calling for L&H(TM) Dictaphone® Healthcare Solutions Group to provide dictation and transcription solutions, including a forthcoming Internet-based solution series for the Army's medical facilities. The high-profile Army contract, which was sought after by many other healthcare solutions vendors, is one of several significant medical market contracts recently secured by L&H Dictaphone and underscores the newly integrated company's leadership in the healthcare industry.


from the quarterly...Healthcare Contracts

During the second quarter, the following healthcare organizations signed contracts with L&H's Healthcare Solutions Group for its PowerScribe®Radiology solution: Wyoming Valley Health Systems, Wiles-Barr, Wy.; St. Luke's Hospital, Bethlehem, Penn.; and Boca Raton, Florida. Contracts for L&H Dictaphone Enterprise Express Systems during the 2nd Quarter included Dana Farber Cancer Institute (Partners Healthcare Systems), Boston, Mass.; Indiana Heart Physicians/Physicians Partner Group, Indianaplis, Ind.; University of Texas, M.D. Anderson Cancer Center, Houston, Texas; and St. Margaret Mercy Healthcare Centers, Hammond, Ind. and others.


unclewest