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Technology Stocks : NUANCE COMMUNICATIONS (NUAN) -- Voice Interface Software -- Ignore unavailable to you. Want to Upgrade?


To: cdtejuan who wrote (98)9/7/2000 11:28:34 AM
From: Capitalist  Read Replies (1) | Respond to of 191
 
<<<<yes i´m short, i told the thread openly. what´s wrong with being short>>>

Nothing wrong with being short at all, just wish you would try to use a little more objectivity in your posts, rather then throwing out numbers.

<<<<it´s grossly overvalued compared to their sector>>>

Sector?? What sector?? Voice-recognition is a completely new sector, with only 1 real competitor to NUAN which is SPWX. The WHOLE idea behind investing is valueing future potential, not current financial standing. If/when voice-recognition application usage really starts ramping up, NUAN will be there to take advantage of it (and hopefully start making some big bucks from it).

<<<800 more %??????? what did you smoke??? >>>>

Well apparently you don't seem to be able to recognize sarcasm when you see it...I was merely proving a point to you.

<<<a need for a secondary po would have been wiped out if they ipo´d for 30plus, don´t you agree?>>>

For one, that is not how it works, underwriters ALWAYS low-ball IPO pricings, and secondly, if you look at WHEN they IPOed, it was right in the heart of that brutal sell-off from 5000 to 3300 on the NAZ, so market conditions at the time were very unfavorable (why they even went through with the IPO rather then delaying it still baffles me).

Just wait and see how NUAN does post-lockup period expiration...I actually wouldn't mind seeing short-sellers using this time to pile on, will make things all the more interesting down the road...

Have a good one,
Cap



To: cdtejuan who wrote (98)9/7/2000 9:00:09 PM
From: Ingenious  Read Replies (1) | Respond to of 191
 
my point is that nuan has already topped. it´s grossly overvalued compared to their sector.

>>>> There is nobody in their sector. Dragon/L&H are closed dictation systems.



800 more %??????? get real!

>>> Well, maybe this is too much. Even 100% return is incredible from here.

btw i agree that nuan is a good company. but think why they ipo´d at 17. if they or the underwritters had believed in 80$ this year wouldn´t they have demanded a higher ipo price?

>>> Investment bankers have less risk if they only promise 17 rather than 50. It makes it easier to peddle the shares on the open market. Also, makes them look good. Startups arent always happy. Oh well...

a need for a secondary po would have been wiped out if they ipo´d for 30plus, don´t you agree?
>>> Too complex to answer.