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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Phil(bullrider) who wrote (2315)9/1/1998 12:41:00 AM
From: Tokyo VD  Read Replies (2) | Respond to of 18998
 
Phil,

I see you are bull on LHSPF.

What would it take to shake your foundation?

How about this: Monday's meeting to demo the new products at Cowen's NYC with clients and sales reps went very poorly. The VoiceExpress Pro was used to no avail with Excel (the software actually typed the commands in the cells it was supposed to move). The Spanish language version was also demonstrated. It did not do a very good job of translating.

If you speak with any unbias industry sources, you may find that LHSPF is a conglomeration of second rate technologies (e.g., Kurzweil, Berkeley, soon Global Link). This is a company with little outside of the MSFT investment (MSFT hasn't incorporated a single LHSPF product into any of its operating systems).

I hope this starts a new dialogue to help you understand that while you made money, this is fundamentally a "joke" of a company (they should rename it "Quarterdeck East" because Gaston pulled the same crap while at Quarterdeck, which ran from $5 to $40 on its way back to $1).

Tokyo