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To: Lachesis Atropos who wrote (20474)	4/13/1999 4:19:00 AM
From: Johnny Canuck	Respond to of 67915

Hi Lachesis, I am vaguely familiar with DLGC. They are more of value added re-seller of voice recognition products as opposed to developer of voice recognition algorithms. I am familiar with some of the technology that they license. >>That's why Dialogic has formed close partnerships with the best >>ASR and TTS companies in the world, and has brought their >>technology to the CT application developer on Antares. We offer >>products from Lernout & Hauspie (L&H), Voice Control Systems, Voice >>Processing Corporation (now part of Voice Control Systems), and >>PureSpeech. Additionally, products on the Antares platform are >>available from Applied Language Technologies, T-Netix, Dragon >>Systems, Syrinx, and Nuance Communications. We offer network-proven >>digit recognition in 39 languages, special products for voice >>activated dialing, high-end phonetic recognizers, leading-edge TTS >>email-reading products, speaker verification, and a host of other >>capabilities. In short, everything available in ASR and TTS in >>telephony is available today on Antares. They have a low density products, so their sales are directed to a business of a specific size. When I was working on the speech recognition product, I had an opportunity to talk to a former Vice-President at NT. His experience was that for an ASR system to gain main stream acceptance it would have to work with the diverse accents of the users like in New York City. I still do not know of a system that will do that. It does have it place though. As you know it is amazing the amount of money that gets saved if you can reduce the length of time a live operator has to spend on a support call even if it is only a few seconds. Most speaker independent ASR system only boast ~98 percent accuracy. For phone number recognition that means that on average you wont be about to enter a 9 digit telephone accurately the first time. Their earnings are tomorrow. On a fundamental basis it looks slightly undervalued. I would give it a price target of 37 based on this years estimates and 44 based on next year estimates. I think the discount is due to the slowing in the growth rates of sector. I saw some numbers months ago. I'll try to look for it later this week. The MSFT licensing deal should support the price. I didn't go over the Q-Q revenue and earnings number in detail. On a technical basis it looks overbought going into earnings. So far it has been sell on the news. Let's see if that trend continues. This is an overview of the sector, you probably know most of the players: connected.hamquist.com MSFT announcement: nordby.com Harry

To: Lachesis Atropos who wrote (20474)	4/13/1999 3:15:00 PM
From: Johnny Canuck	Respond to of 67915

Dialogic Corp. (DLGC) 29 13/16 -5 1/16: --UPDATE-- Dain Rauscher Wessels downgrades designer and manufacturer of hardware and software signal computing components from "buy-aggressive" to "neutral-aggressive" after the company pre-announces a disappointing March quarter; revenue and earnings shortfall attributed to Microsoft revenue that could not be recognized in the current quarter..... Dialogic Corp. (DLGC) 28 5/8 -6 1/4: EVEREN Securities maintains intermediate and long-term "outperform" ratings on designer and manufacturer of hardware and software signal computing components, but lowers earnings estimates after the company warns about Q1 results; lowers FY99 EPS estimate from $1.81 to $1.74 and FY00 EPS from $2.72 to $2.71 a share.....