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To: Mark Oliver who wrote (6128)	10/30/1998 11:00:00 AM
From: manohar kanuri	Respond to of 7841

Gus, Have you heard any valuations on Dragon Systems? Suddenly, I'm all ears. mano

To: Mark Oliver who wrote (6128)	10/30/1998 11:11:00 PM
From: Gus	Read Replies (1) \| Respond to of 7841

No, I haven't heard any estimate on Dragon Systems. The top three companies in speech recognition seem to be Lernout en Hauspie (LSHPF), IBM and Dragon Systems. LHSPF (see below) may be useful as a proxy for Dragon's valuation altho I suppose it deserves a premium (19-20 PSR) for being MSFT's anointed one (MSFT owns a large chunk of LSHPF equity ). Last year I recall reading a CNET article in which Bill Gates described greater emphasis on the hierarchy of storage (fixed disk, removable media) and more innovative ways for users to interface with the computer (with speech recognition being at the forefront) in future generations of Windows. biz.yahoo.com Sandisk ain't too bad too, ugly chart and all. 65% share of its market. No debt. Lots of cash. Sensor technology (CCDs or charge coupled devices in the case of digital cameras) is poised to take what some have called a remarkable order of magnitude (engineer parlance for 10x improvements) leap in functionality and that translates into richer images with more pixels (and/or fractals?) which require more flash memory. biz.yahoo.com