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To: CanynGirl who wrote (2981)	7/29/1998 1:57:00 PM
From: litespeedv	Respond to of 10081

earnings are released today after market close at 1pm pacific followed by analyst conf call at 2pm pacific--we cant get tape until around 4pm pacific--703/9252435 passcode 927718

To: CanynGirl who wrote (2981)	7/29/1998 2:18:00 PM
From: Sea Otter	Read Replies (1) \| Respond to of 10081

I agree, Puma. These are not competitors. I shouldn't have used that term. Perhaps "substitutions" might have been more precise. Going after the same market (extremely broadly defined), but their products aren't strictly competitive. Portico is truly in a different class. Sea Otter

To: CanynGirl who wrote (2981)	7/29/1998 2:54:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 10081

Have you heard of an offering from Nuance that could compete with Portico? I spoke to someone from Ball Atlantic yesterday and they said demos from both Nuance and Portico looked very good. They also had some internal projects. But somehow I think there could be some confusion here. People who are not directly involved can get products mixed up. Do you know of anything from Nuance that we should be aware of? Nuance has some impressive products for customer call centers which is another very hot area worth investigation. These offerings vary from simply receptionist replacements to systems that handle more complicated customer transactions. It was interesting to hear that Sears catalog services cut it's staff of operators from3000 to 80 (this is from memory). Regards, Mark PS Just for fun, if you want to try MIT's Jupiter Weather Information that is a test system for SR, the number is 1-888-573-8255

To: CanynGirl who wrote (2981)	7/29/1998 10:02:00 PM
From: flickerful	Read Replies (2) \| Respond to of 10081

<<All provide competition in a broad sense in that they are going after the same market and therefore fighting over the same dollars. >> none of them are competitors with the exception of wildfire: sierra, you are absolutely right... however... these alternative services will siphon dollars otherwise earmarked for a personal assistant to pay for services whose resemblance to portico may best be seen through obfuscation..... [sea otter's earlier link follows] abcnews.com VUI...agent technology... the critical differences setting portico apart must be actually invoked ( in my opinion) for most consumers to understand. the roles of saatchi, the VARs, the sales force, the pr firm... all of them are charged in one way or another with making that access an inevitability.