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To: Bill Harmond who wrote (1175)	8/11/2000 12:11:50 PM
From: Lizzie Tudor	Respond to of 57684

thanks William! How do you find these things. I agree with this report in that I have seen Vxml show up in some new software companies/exchanges. The one thing I can't figure out which is only alluded to here is what the difference is between the spwx business model and nuance. Glad I bought nuance at this point but if spwx has some similar products and doesn't get too high maybe its an acquisition candidate like broadcast.com. I can't believe VR is the only technology I have thats moving (in the right way). Everything else flat or negative. I would have never guessed this.

To: Bill Harmond who wrote (1175)	8/11/2000 12:45:54 PM
From: Lizzie Tudor	Respond to of 57684

Here is something from TMF Buster. Is this the guy on TMF people like? He seems to like USIX. I know quite a lot about that business - I'm not sure I agree with him but I might be too close to the technology. If ASPs emerge, then I would recommend one of the others he mentions - Corio which is a Kleiner, well managed etc. CRIO is now at 500mm valuation so some real upside exists. fool.com

To: Bill Harmond who wrote (1175)	8/12/2000 5:49:04 PM
From: Libbyt	Read Replies (2) \| Respond to of 57684

PHCM/NUAN... I have been away this past week, so I haven't been actively following the market. Is there some reason that both of these companies were down in price on higher than usual volume....or is it just "the market" in general, and profit taking? I was in the Santa Barbara area....it was beautiful! I called to check on my United flight, and used speech recognition to "talk" to the airline to check on the flight times. A new cell phone I've purchased uses speech recognition to place a call...which seems like a major "plus" for those who might use a cell phone while driving, or as a time saver for calling someone on your "frequent" call list. (no dialing necessary.) Thanks!

To: Bill Harmond who wrote (1175)	8/13/2000 3:30:34 PM
From: Libbyt	Respond to of 57684

PHCM... This is reprinted from the Bull Market report. Just FYI. "The Bull Market Internet Investor - bull-market.com Internet Investor for Sunday, August 13, 2000 PHONE.COM CRANKS UP THE VOLUME by Kenneth A. Toudouze, CFA Related Stories: streetadvisor.com Phone.com [Nasdaq: PHCM] announced a merger with Software.com [Nasdaq: SWCM] that calls for a valuation of approximately $6.5 billion. The companies will effectively split ownership in the new combined company. The coup for Phone was the recruiting of Donald Listwin, one of the lieutenants of Cisco's [CSCO: Nasdaq] CEO, John Chambers, to run the new enterprise. We reiterate our buy rating and upwardly adjust the price target to $105. The merged company will be a powerhouse enabler of Internet applications, including e-mail, unified messaging and wireless access. The current CEO of Phone will move to EVP while maintaining Chairmanship of the Board. The Software CEO will be EVP as well. We have added a few dollars to the price target suggested in June in order to account for the new CEO. His industry connections will be key for the New Phone as it targets enterprise customers in the telco space. As the market digests this news, expect the share price to adjust accordingly. Recognize that a high degree of revenue growth is priced into the current share price. We will be reworking our Internet model over the next couple of days after combining the companies together. While we remain bullish about the wireless space in general and Phone.com in particular, stocks in this group are subject to huge volatility due to meaningful earnings being so far into the future."