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Technology Stocks : Dragon Systems, Inc. [DRGN] -- Ignore unavailable to you. Want to Upgrade?

To: Rhino who wrote (13)	1/11/1999 11:23:00 PM
From: Dr. Bob	Read Replies (1) \| Respond to of 59

Matt, It's hard to imagine DRGN "exploding" like Yahoo, eBay, Amazon, etc. Each of those were pioneers and the largest in their sector, so there was (is) no standard of comparison, and imaginations can run wild with the potential. DRGN comes into a sector where LHSPF is 3 times as big, and IBM and Philips have massive resources. DRGN's technology is highly respected, and VR is a major growth area, so I think the IPO will be well-received, but it will be valued much closer to reality. I'm not sure what to say about MSFT (does anyone?). They have a working relationship with and part ownership of LHSPF, and no compelling reason that I can see to switch horses now or anytime soon, with LHSPF's strong suits being translation and the "vertical markets" (medical and legal). Dragon is the Apple Computer against the MSFT/LHSPF juggernaut - it will have its diehard loyal fans and can carve out a profitable niche, but I can't see how it will take the lead at the moment. Bob

To: Rhino who wrote (13)	1/21/1999 10:39:00 AM
From: Zach	Read Replies (1) \| Respond to of 59

L&H has a tie-in with Microsoft. I don't know what the status of it is and what the change that the technology winds up getting swallowed. L&H has move somewhat in tandem with Microsoft (at least on news that has tended to move Microsoft's price--and news regarding the anti-trust action) which has always surprised me given the fact that L&H would probably be better off in an environment where Microsoft could not get toooooo close. Also with respect to the last message regarding the Intel connection--my impression is that Intel is very interested in the technology in general. With the explosion in chip capacity (due to Moore's law), the trend has been that the sub-chip market (i.e. Celeron) has been enough computer for a large part of the current market, whereas Intel has made its money on the large margins it can charge at the cutting edge. Nothing would please them more than to see a technology become commonplace which would soak up cycles. The last ten years have been the story of the WinTel partnership doing exactly that with GUI (first with win 3.1 and then even more so with win 95/98). Todays machines, however, have more horesepower than will be needed for the foreseeable future for these os's (even with a migration to NT) and with today's applications. Hooking in an intension real-world interface such as VR would, however, once again prime the Intel money machine in a way that very few up-and-coming technologies would. Sorry about the rambling nature of the above, Zach