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To: Tony Viola who wrote (66621)10/14/1998 12:27:00 PM
From: Night Trader  Read Replies (2) | Respond to of 186894
 
Highlights from TK's latest INTC report (out today):

estimates: Q4=.90 '98=3.17 '99=3.24

Q4 sales up 2% seq. and 5% yty

Predicts growth in '99 (for the first time?) of revenues of 6% and earnings of 2%

No change in ratings (short and long term neutral i.e. sell) but I get the sense he is less sure of himself now.



To: Tony Viola who wrote (66621)10/14/1998 12:45:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Tony and Intel Investors - Dragon Systems Software Developer ENDORSES KATMAI NEW INSTRUCTIONS.

The following press release from Dragon Systems, developer of the best Voice Recognition Software Naturally Speaking issued the following press release today.

It describes a joint development relationship with Intel for Dragon's Voice Rec. software utilizing NEW INSTRUCTION SETS to become available in 1999.

Folks, that can ONLY mean Katmai New Instructions !

This tacit endorsement by a MAJOR ISV will result in new Voice Recognition software OPTIMIZED FOR KATMAI New Instructions (KNI).

This is emminently more useful than games for exploiting the KNI and will - I predict - sound the bell for the eventual triumph of KN over AMD's game-centric 3D NOW instructions.

Likewise, Intel's KATMAI will be able to sell for PREMIUM PRICES since it will offer real value for business and engineering applications, whereas the AMD 3D NOW has to sell cheaply to attract the less-financially endowed gamer crowd.

Look for more BUSINESS APPLICATIONS software to Endorse KNI over the coming months !

Paul

{=================================}
biz.yahoo.com

Tuesday October 13, 8:06 am Eastern Time

Company Press Release

Dragon Systems Is Working With Intel To
Enhance Speech Recognition Performance

ORLANDO, Fla.--(BUSINESS WIRE)--Oct. 13, 1998-- Dragon Systems(R), Inc. of Newton, Mass. announced at the Gartner Group IT Expo conference today, that it is working closely with Intel(R) Corporation to enhance speech recognition for future generations of Intel processors. The companies will work together to make speech systems faster, more accurate and easier to use on higher performing hardware systems. Future versions of Dragon NaturallySpeaking(TM) and other Dragon speech products will be able to take full advantage of the higher performance of future Intel processors to optimize performance for end-users.

Dragon Systems plans to introduce copies of Dragon NaturallySpeaking software that will take advantage of the instruction set that will be introduced in a family of powerful Intel processors in 1999.


''We congratulate Dragon Systems on their efforts to drive the advancement of speech recognition,'' said Rob Sullivan, Director of Content Technologies, Intel Corporation. ''The combination of Intel's efforts in developing high-performance processors and speech research together with Dragon's expertise in this area, will facilitate
the continuous improvement and adoption of this technology.''

''Intel's high performance processors have made it possible to make speech recognition systems faster and more effective. Our surveys show that a significant number of customers upgrade their computers in order to take advantage of the latest in speech technology,'' said Dr. Janet Baker, President and Co-Founder of Dragon Systems.

Intel and Dragon Systems have had an ongoing relationship for many years. Dragon NaturallySpeaking, the top selling continuous speech recognition product in 1998, according to PC Data, is already designed to take advantage of the current generation of powerful Intel Pentium(R) and Pentium(R) II processors. Dragon's BestMatch(TM) technology, found in Dragon NaturallySpeaking, automatically adjusts the performance of the speech software for greater accuracy on more powerful Intel processor based PCs.

Dragon Systems, Inc., the Natural Speech Company, is a worldwide leader in PC speech recognition. Dragon develops and markets high-performance, cost-effective speech and language technology tools that, in multiple world languages (including American English, British English, French, Italian, Spanish, German and Swedish),
enable users to create any text, issue commands, and enter and access data simply by speaking. The company also licenses its technology worldwide through developers, distributors, resellers, OEMs (Original
Equipment Manufacturers) and ISVs (Integrated Software Vendors). Dragon Systems ports its technology across multipling systems and hardware platforms -- from hand-held devices and personal computers to
workstations, and is pursuing leading-edge research and development projects for computer and telecommunications applications. Users should refer to the latest compatibility list on the Dragon web site
before they install the program: www.naturalspeech.com or www.dragonsys.com. For pricing and availability
information, customers can refer to the Dragon web site or contact Dragon Systems at info@dragonsys.com.
For tech support issues, customers can call 1-617-965-7670 or email support@dragonsys.com.

Founded in 1982, Dragon Systems is headquartered in Newton, Massachusetts; its Dragon Systems UK Ltd.
subsidiary, which is focused on speech recognition for telephony and high-noise environments, is based in
Cheltenham, England; Dragon Systems GmbH is located in Munich, Germany.

Dragon Systems is a registered trademark of Dragon Systems, Inc. NaturallySpeaking, Select-and-Say,
BestMatch, NaturallyMobile and the Natural Speech Company are trademarks of Dragon Systems, Inc. All
other trademarks are the property of their respective holders.

Contact:

Dragon Systems
Renee L. Blodgett, 617/796-0348
reneeb@dragonsys.com
or
Dragon Systems
Matthew Boucher, 617/796-0348
matthew_boucher@dragonsys.com



To: Tony Viola who wrote (66621)10/14/1998 1:27:00 PM
From: TTOSBT  Read Replies (1) | Respond to of 186894
 
Re: "All that typing and the stock is down. What a crock."

Let it sit for a week or two!

You get my gold star for brilliant homework thanks!

TTOSBT



To: Tony Viola who wrote (66621)10/14/1998 2:14:00 PM
From: greg s  Read Replies (2) | Respond to of 186894
 
Tony, RE: <All that typing and the stock is down. What a crock./>

This may sound a bit Zen, but here's my opinion:

A large stone has been thrown into the pond with yesterday's release. We are seeing the ripples today and may see volatility for a while.

BUT ... Res Ipsa Loquitor (Loosely, Let the facts speak for themselves). Even ole' T. Kurlak was forced to revise his estimates upward. INTC is headed upward ... OK, I'll go out on the limb a bit - how does $90-95 sound by end of year (maybe that's conservative??)

Hang in there!

Greg.



To: Tony Viola who wrote (66621)10/14/1998 2:57:00 PM
From: Dale J.  Read Replies (2) | Respond to of 186894
 
Tony thanks for posting your notes on the CC. Much appreciated.



To: Tony Viola who wrote (66621)10/14/1998 3:13:00 PM
From: Burt Masnick  Read Replies (1) | Respond to of 186894
 
Thanks for those CC notes. Very interesting and I take them as quite positive (but I'm an optimist by nature).

Best regards,
Burt



To: Tony Viola who wrote (66621)10/14/1998 6:18:00 PM
From: Harry Landsiedel  Read Replies (1) | Respond to of 186894
 
Tony Viola. Re: Conference call. Thanx very much for your very informative post.

HL



To: Tony Viola who wrote (66621)10/14/1998 7:48:00 PM
From: Jules B. Garfunkel  Read Replies (3) | Respond to of 186894
 
Thanks Tony for taking the time to post your excellent review of yesterday's conference call. You might want to read my review from last night.

Message 6006600

Unfortunately, today's trading in INTC, indicates that investors do not seem to be interested or focused on the Intel's excellent Q3 earnings results, or the positive optimism that was expressed during the CC. For me, today's down day can best be explained by the question that was asked during the CC,

"why 4Q just slightly up?"

Hopefully tomorrow investors will focus on the answer that was given.

" Paul...because 3Q was very strong."

Regards,
Jules