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To: 16yearcycle who wrote (117232)2/9/2001 10:04:29 AM
From: H James Morris  Respond to of 164687
 
I didn't think it would gap down 22%, so maybe not.



To: 16yearcycle who wrote (117232)2/9/2001 10:50:09 AM
From: H James Morris  Respond to of 164687
 
Gene, do you have any NUAN?
Btw
Tellme is a Kleiner funded company which should go public when the climates better.
>09 Feb 08:16


By Anne Brady
Of DOW JONES NEWSWIRES
(This story was originally published late Thursday.)

SCOTTSDALE, Ariz. (Dow Jones)--The emerging Voice Web is expected to have a
profound impact on telecommunications companies, which won't want to be left
behind in the portal business as they were when the video-oriented World Wide
Web emerged, said top executives in the speech recognition business.

The so-called Telcos missed out on becoming Web portals when the Internet
first emerged, reduced to providing only a pipeline for companies such as
Yahoo! Inc. (YHOO), said Ron Croen, chief executive of Nuance Communications
Inc. (NUAN).

They aren't going to want that to happen again, he said in a presentation at
the Telephony Voice User Interface Conference here. Besides, Croen noted,
anything with voice technology is a natural fit for telephone companies.

Dozens of companies at the conference are presenting the latest products and
services using voice-interface technology -- from dictation-enabled software,
to voice-activated telephone address books and dialing, to accessing Internet
services and information from voice-enabled Web sites.

"I think we're on the verge of the portal wars," said Croen. "Will the telcos
again to relegated to selling cheap transport? I don't think so."
He noted that Tellme Networks had used the marketing slogan "the last number
you'll ever need," and remarked that "that ought to be a scary thing to
telcos.
" Some Voice Web portal and service providers, such as AOL Time Warner
Inc.'s (AOL) AOL By Phone, already offer free, brief phone calls from their
service, for example, to respond to an e-mail message.

"I think the telcos will react in record, rapid time, given the threat to
what they do," said Croen. "All of these players are trying to grab on to
consumers."
William Meisel, president of conferencehost TMA Associates, said he believes
the Voice Web "will change the telecommunications industry from a connecting
industry to an enabling one."
"The telecommunications companies saw themselves as providing connectivity,
not as connecting people," said Meisel, but he believes that is changing.

"The telcos are beginning to understand that through speech recognition, they
can enhance the customer experience," said Chester Anderson, senior vice
president of business development at Sound Advantage LLC, and a 20-year veteran
of AT&T Corp. (T).

As if to further illustrate the point, one of the presenters at the
conference Thursday morning was Rich Chavez, marketing manager for wireless
data with Qwest Communications International Inc. (Q), who reviewed his
company's initial rollout of its wireless Voice Web browsing service.

On Nov. 1, Qwest began offering voice portal services to its wireless
customers. The service, which will cost $4.95 per month after Feb. 26 plus a
per-minute charge, allows Qwest wireless customers to use hands-free voice
browsing to access stock quotes, traffic and weather information, flight
information, sports scores and other things. In the future, Qwest plans to add
entertainment features, messaging and location services and v-commerce, using
voice verification technology for security, Chavez said.



To: 16yearcycle who wrote (117232)2/9/2001 3:10:07 PM
From: H James Morris  Read Replies (1) | Respond to of 164687
 
Gene, went short again on WEBM at 73-74. This beast used to trade at 336, and I don't think its finished yet.
Btw
No PE!