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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Jibacoa who wrote (29091)	10/5/2002 11:27:23 AM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Bernard, SSFT is very interesting. Their product offerings include a lot more than speech recognition software. Earnings have been ramping up on new product introduction earlier this year and look great going into the next few years. I haven't been able to figure the whole picture out yet. There's a cloud in the bright earnings forecast with the overhang shares from the L & H buyout. The L & H creditors got a nice premium to the market on one million shares last month but there's still another six million shares that are looking for a home in a planned placement for Feb. next year. There's also a healthy short position. Are the shorts the L & H creditors or is the position related to the Xerox warrants, or is it a combination of both? Sergio PS. Perhaps noteworthy is Uttenberg's prediction that an OEM deal with IBM is imminent.