Nuance(NUAN)--- Erobert den Markt... Nur Fakten - 500 Beiträge pro Seite

[bull_shit]

Dies ist der Beginn eines Threads zu Nuance, mittlerweile Weltweit führend in der Entwicklung von Spracherkennungssoftware für Voiceportale(Internet & Telekommunikation).
Hier sollen wirklich nur Fakten und News mit Quellenangabe erscheinen.

Nuance Headquarters
1005 Hamilton Court
Menlo Park, CA 94025
Phone: [phone]
Fax: [phone]
www.nuance.com

Analystenmeinungen zu Nuance: Quelle ist http://biz.yahoo.com/c/n/nuan.html

9-May-00

Wit SoundView initiated: at Strong Buy

8-May-00

Thomas Weisel initiated: at Strong Buy


Dain Rauscher Wessels initiated: at Strong Buy


Goldman Sachs initiated: at Market Perform



What the Industry Analysts are Saying... (Quelle:
http://www.nuance.com/index.htmaSCREEN=year2000press94670280…
Nuance leads the industry with advanced speech recognition and voice authentication software, and the tools and services designed to speed development of voice-driven applications of all types. Major corporate enterprises, telecommunications carriers and e-businesses use Nuance to improve customer service, drive revenue and extend their reach to anyone with a telephone. And the industry analysts recognize Nuance as a major market maker.


"Today`s market leader in speech recognition is Nuance." Elizabeth Herrell
Giga Information Group

"We expect Nuance to continue to be both an important innovator and the market leader." Bill Hills
AberdeenGroup

"Nuance has raised the bar on what can be automated using speech recognition software." William Meisel
TMA Associates

"One of the reasons why Nuance is successful is that they respond to the needs of different types of customers." Catherine

Bouchard
Frost & Sullivan

"Nuance Voyager has the potential to radically alter the way carriers do business and expand the electronic commerce market."

Megan Gurley
The Yankee Group




Zu den großen Kunden von Nuance zählen:
General Electric
American Airlines
Bell Atlantic
British Airways
United Parcel Service
Charles Schwab & Company Tellme
Parigon Communications
Banco Bradesco
Sears
ShopTalk
BeVocal
Swedish National Road Admin.
Telia Mobile
Cheap Tickets
TD Waterhouse
Curious Networks
Ucallnet
Fidelity Investments
US Census Bureau
General Magic
via World Network
GoSolo VocalPoint
Home Shopping Network
Webley
Lloyds TSB Bank
Xtime
Nova Scotia Power
Odeon Cinemas




News zu Nuance:
Sunday May 8, 09:07 AM Eastern time
Company Press Release

SOURCE:BeVocal, Inc.


BeVocal Partners With Nuance to Deliver Voice Portal Applications

Pioneers in Speech Recognition Technology and Consumer Voice Services to Drive Growth of Voice Web
SANTA CLARA, Calif., May 8 /PRNewswire/ -- BeVocal, Inc., a consumer V-services pioneer that aims to make the widest variety of voice-enabled content, commerce, communications and customer service applications accessible from any phone, announced today that it has entered into a strategic technology and marketing agreement with Nuance (Nasdaq: NUAN). Nuance is the leading provider of voice interface software that makes the information and services of enterprises, telecommunications networks, and the Internet available via any telephone. BeVocal and Nuance will engage in joint development, marketing, and sales initiatives to enable the creation and delivery of voice-driven Web content and services via BeVocal`s voice portal.

According to The Kelsey Group, a leading voice and mobile commerce consulting firm, the total market for voice portal services and technologies is expected to exceed 12 billion by 2005.
BeVocal Board Member Yogen Dalal said, "BeVocal and Nuance are working together to build the emerging Voice Web -- a global network of speech applications, voice-enabled Web sites, and customer service centers accessible from any phone. On the technical side, this partnership combines Nuance`s advanced speech recognition technology with BeVocal`s patent-pending VocalBoost(TM) architecture and location-relevant applications. On the business side, the two companies will use an integrated approach to marketing and selling complete solutions, service, and support."
Steve Ehrlich, Nuance`s Vice President of Marketing, added, "The emergence of voice portals provides evidence that the Voice Web is here today. BeVocal has been a leading player in the voice portal market, and has clearly staked out its position on the Voice Web. We are pleased to be working with BeVocal and look forward to future collaboration."
BeVocal co-founder and Chief Technology Officer Mikael Berner added, "Consumers benefit from this alliance by having the widest possible variety of voice-enabled services available under BeVocal`s nationwide, toll-free number. Companies that want to reach these consumers benefit by having an extensible solution for voice-enabling their branded content or services."


___________________________________________________________________________________________________________________________

Wednesday May 10, 08:02 AM Eastern time
Company Press Release

SOURCE:Nuance Communications, Inc.


Nuance and DST Systems Team Up for Voice-Driven Mutual Fund SystemsBaron Funds First of Many DST Mutual Funds Clients to Take Advantage Of New V-Commerce Service
MENLO PARK, Calif., May 10 /PRNewswire/ -- Nuance (Nasdaq: NUAN), the leader in voice interface software, announced today that DST Systems, Inc. (NYSE: DST) has added speech recognition capabilities to its mutual funds inquiry and transaction processing service. Baron Funds is the first to deploy the new V-Commerce(TM), or voice-driven e-commerce service.
DST`s innovative service employs voice interface software from Nuance and interactive voice response (IVR) technology from Edify Corp., a wholly-owned subsidiary of S1 Corp. It enables consumers to use intuitive spoken commands to obtain account information and fund quotes, as well as buy and sell funds.

"This enhancement isn`t just an aesthetic change to our existing touch-tone system," said Phil Stump, systems manager at DST.
"The addition of speech recognition has given the system the capability to add new features that would be too cumbersome in a touch-tone only environment. DST`s enhanced voice offering is a complement to our shareholder Internet product, and both systems are integral components in developing applications to support our shareholder self-servicing strategy."
Enterprises Reduce On-Hold Times and Speed Transactions
Corporations like Baron`s Funds receive a number of benefits from using speech recognition software. They improve customer service by offering more intuitive access to information and streamlining transactions. In addition, they can dramatically reduce costs by shortening on-hold time and overall call duration.

Nuance Partner:
Platinum Partners

VeCommerce
Syntellect
Periphonics Corporation
Mitel
Edify Corporation

Gold Partners

SRI Consulting Inc.
Omron Corporation

Silver Partners

iVoice.com, Inc.
eLoyalty
eCommServer
VoiceTelligence
Voice Integrators
Vodavi Communications Systems,
Voci Corporation
VISA International
Telenet
Tapestry Integration Specialists, Inc.
TRW
Systems Solutions Group
SpeechCraft
Spanlink Communications
SCITEC
PRONEXUS
PRIMA
Lyrix Systems, Inc.
Liberty Communication Services
Interactive Northwest, Inc.
InterVoice Corporation
Infocom Systems Services
InTouch Systems
HTI Voice Solutions, Inc.
Gold Systems
Emergence
Digital DataVoice
Dialogos
Customer Management Automation
Cap Gemini Telcom & Media
Call Technologies
Brite Voice Systems
Aspect Telecommunications Logo
Alternate Access, Inc.
ARRAY CTI
ARGOS COMPUTER SYSTEMS
AGT International, Inc.


Technology and Application Partners

Siebel Systems, Inc.
Natural MicroSystems
Lucent Technologies
Lucent Technologies
IBM
Dialogic®, an Intel Company
Calico Commerce, Inc
BroadVision, Inc


Zukunftsaussichten:

Spracherkennung ist eine boomende Branche im Internet, sowie in der Telekommunikation.
Man sollte sich mal die Einsparungsmöglichkeiten, vor allem in der Telekommunikation veranschaulichen:

Die "Auskunft", wird in Zukunft nicht mehr von Meschen sondern von Spracherkennungssoftware
erledigt.

Sämtliche Mehrwertdienstleistungen im Mobilfunk, sowie auch im Festnetz werden in Zukunft durch Sprache gesteuert. Vorbereitungen finden hierzu bei allen großen und mittelgroßen Unternehmen statt.

Die meisten VoiceMailSystem-Anbieter(z.B. Comverse als Marktführer) stellen ihre Systeme derzeit auf Spracherkennung um.
Dort ist NUANCE einer der Topfavoriten.
usw...

Die Möglichkeiten im Internet verstehen sich von selbst.


Der entscheidene Vorteil des NUANCE-Systems ist, das die Software nicht Port-basierend, sondern Host-basierend ist.

Der heutige Kurs dürfte für alle eine gute Einstiegsmöglichkeit bedeuten.
Es ist fraglich ob der Kurs in Zukunft nochmal die 30$ Marke unterschreitet.
Das Unternehmen birgt lang- bzw. mittel-fristig auf jedenfall große Gewinnchancen.

Bull_shit

[bull_shit]

Nuance, die 2.beste IPO in den grausamen NASDAQ - Wochen



News May 13, 04:49 Eastern Time

IPO Aftermarket Performance Report

LOS ANGELES, May 13, 2000 (IPO Monitor.Com via COMTEX)

Offer Stock Offer Recent Percent
Date Company Name Symbol Price Price Change
------ ------------ ------ ------ ------- -------
5/12 Sequoia Software Corp SQSW $8.00 $10.063 25.7%
5/5 Paradigm Genetics, Inc. PDGM $7.00 $7.875 12.5%
5/5 Orchid BioSciences, Inc. ORCH $8.00 $12.531 56.6%
5/5 Genomic Solutions, Inc. GNSL $8.00 $8.000 0.0%
5/4 Crown Media Holdings, Inc. CRWN $14.00 $14.000 0.0%
5/2 ViroLogic, Inc. VLGC $7.00 $6.938 -0.8%
5/2 Sonic Innovations Inc SNCI $14.00 $19.188 37.0%
4/28 SCG Holding Corp. (ON Semiconduc ONNN $16.00 $21.375 33.5%
4/28 Software Technologies Corp STCS $12.00 $18.938 57.8%
4/27 PRAECIS Pharmaceuticals, Inc. PRCS $10.00 $15.125 51.2%
4/27 Metawave Communications Corp MTWV $9.00 $13.250 47.2%
4/20 Embarcadero Technologies, Inc. EMBT $10.00 $15.500 55.0%
4/20 Packard Bioscience Co PBSC $9.00 $11.000 22.2%
4/20 PEC Solutions, Inc. PECS $9.00 $9.000 0.0%
4/20 360networks (formally Worldwide TSIX $14.00 $14.688 4.9%
4/20 Rockford Corp ROFO $11.00 $11.750 6.8%
4/13 Stratus Services Group Inc SERV $6.00 N/A N/A
4/12 Corillian Corp CORI $8.00 $19.875 148.4%
4/12 Nuance Communications NUAN $17.00 $33.250 95.5%
4/11 Exelixis, Inc. EXEL $13.00 $21.000 61.5%

[bull_shit]

Übrigens, wer auf meinen Tip am Freitag gehört hat , hat mal schnell 10% eingesackt. Aber das ganze soll ja ein langfristiges Investement sein... Aber eigentlich scheint dieser Thread niemanden zu interessieren. Man muß einen Thread in diesem Board wohl mit einer reisserrischen Überschrift aufmachen, wie z.B. "250%ige Chance" usw...
Schade das fast alle Deutschen Boards diesen niedrigen Level besitzen. Man sollte sich als Anleger und Board-Poster mal im Siliconinverstorboard umschauen, um etwas über Sachlichkeit und Umgang untereinander zu lernen. Schade eigentlich. Werde aber versuchen diesen Thread am leben zu erhalten und hoffe das ich einige mehr an diesem hervorragend plazierten Unternehmen aufmerksam machen kann. Bis bald. Bull_Shit

[otcbb]

Hallo Bull_Shit, finde Dein Posting O.K.
Bin normalerweise nur Leser und nicht Poster.
Hab mich mal überwunden was zu deinem letzten Posting zu antworten.
Du hast recht mit der Annahme , das hier nur die pusher frequentiert werden. Es wird auch kaum einer schlauer.
So , nun zu Nuance.
Hab mir Nuance auf Grund deines ersten postings ins Depot gelegt. 100 Stück zu 32,5 $$$. Geordert in US , da Handel hier schwach. Habe selbst noch etwas rechergiert. In US-Boards wird NUAN auch ganz groß geschrieben.
Denke die werden sich im nächsten Quartal bei 50$$$ einpendeln, Kursziel Jahresende ca. 100$. Das hört sich zwar äußerst Optimistisch an, aber das potential ist da. Man braucht auf L & H zu schauen, und deren Software ist lange nicht so ausgereift. Die Meinungen in den US Boards liegen auf meiner Längenwelle.
Danke für Dein Posting.
Werde versuchen den Thread mit am leben zu erhalten.
Pusher = looser.
OTCBB

[miceMaker]

Hallo bull_shit,
Bin ganz Deiner Meinung. Was dieses Unternehmen angeht, wäre 250 % allerdings noch nicht mal übertrieben. Und auch das würde ich nur für den Anfang halten. Der Markt für Spracherkennung steckt schließlich erst in den allerkleinsten Kinderschuhen. Wer da marktführende Technologien aufweisen kann hat nun mal beste Chancen ein ganz GROßER zu werden. miceMaker

[miceMaker]

Das großes Interesse an Spracherkennung besteht sieht man wenn man sich die Reihe der Investoren von Nuance ansieht.

Intel
Mayfield Fund
Cisco Systems
Motorola
Alloy Ventures
Asset Management
Morgenthaler Ventures
USVP
SAIC
Siebel Systems
SRI International
Sun Microsystems
Visa International

Ich habe zu 30,00 $ zugeschlagen und werde sicherlich noch weitere Positionen aufbauen. Ich sehe diesen Wert auf jeden Fall langfristig mit viel Potential nach oben. miceMaker

[bull_shit]

pdf-file der letzten Aberdeen Group Nuance-Analyse http://www.nuance.com/pdf/Nuance.pdf
Kind regards
Bull_Shit

[miceMaker]

Hi,
Auf Grund einer Untersuchung vom IDC (International Data Corporation) werden im Jahr 2002 Wahren und Dienstleistungen im Wert von über 400.000.000.000 $ über das Internet gehandelt. Obwohl der Handel heute über das traditionale E-Commerce boomt, sollte man sich doch im Klaren darüber sein, daß nicht jeder und vor allen Dingen nicht an jedem Ort einen Computer zur Verfügung hat. Die nächste Stufe (und wer hätte es anders erwartet) ist das Handeln per Telefon. Wer hat denn heute noch kein Handy dabei??? Die Kombination von Handy und Internet beinhaltet allerdings Lösungen mit Spracherkennung (vorausgesetzt man will den doch bescheidenen Weg der WAP-technik umgehen).

miceMaker

[bull_shit]

News May 15, 08:01 Eastern Time

SpeechObjects Gain Industry Support Proliferation of Reusable, Standards-Based Speech Components Drives Rapid Global Deployment of Speech Applications

MENLO PARK, Calif., May 15, 2000 /PRNewswire via COMTEX/ -- Nuance (Nasdaq:
NUAN), the leader in voice interface software, today announced growing industry
and developer support for SpeechObjects(TM). SpeechObjects are reusable software
components that enable developers to rapidly create voice-driven applications.
To date, more than 250 SpeechObjects have been created by Nuance, a growing list
of partners and customers -- including BeVocal, Mapquest, Mitel, Redmond
Software, ShopTalk (formerly U-Access), Syntellect, and Xtime -- and the members
of the Nuance Developer Network.

Developers can get started building speech applications by using Nuance`s 25
Foundation SpeechObjects. These components capture commonly used information
such as dates, times and credit card numbers and enable secure applications
through the use of voice authentication. They embody Nuance`s best practices in
voice interface design and can be combined to build a variety of applications.

To address the needs of the global market, Nuance will also make its Foundation
SpeechObjects available in multiple spoken languages. In the next several
months, Nuance and its international partners will bring localized versions of
the Foundation SpeechObjects to market. Brazilian Portuguese will be the first
localized implementation and will be available in the second half of 2000.

"We are thrilled to see how the availability of off-the-shelf SpeechObjects is
helping drive standards and time-to-market for voice applications," said Steve
Ehrlich, vice president of marketing for Nuance. "Just as the speech industry
has rallied around VoiceXML as a standard markup language for building speech
applications, we are seeing a complementary broad adoption of SpeechObjects."

Jumpstart the Development Process

Using the JavaBeans component standard, SpeechObjects are portable across
platforms and can run against any speech recognition engine supporting the
public SpeechChannel API. This component-based development approach can enable
companies to cut their development times by more than 50 percent. SpeechObjects
are designed for stand-alone development and for use in conjunction with
third-party tools and other industry standards such as VoiceXML.

Availability

The source code for the Foundation SpeechObjects is available through the
V-Commerce Alliance at www.v-commerce.com and the Nuance Developer Network at
www.nuance.com.

[bull_shit]

SRI International Spin-off Nuance Goes Public; Innovative Technology and Funding Model Demonstrates Continued Success

MENLO PARK, Calif., May 15, 2000 (BUSINESS WIRE) -- SRI International, a
leading independent technology innovator, today announced that one of its
spin-off companies, Nuance (NUAN: NASDAQ), successfully completed an initial
public offering and recently announced record first quarter results.

SRI International has a 54-year history of innovation that includes
industry-defining technologies ranging from the computer mouse to wireless
networks. To move its technologies from the laboratory to the marketplace, SRI
licenses its technologies to start-ups such as Digital Island and forms spin-off
companies such as the newly debuted AtomicTangerine. SRI and its subsidiary
Sarnoff Corp. have formed more than 20 spin-offs in information technology,
biotechnology, healthcare, education and web-based services.

"The SRI business model is focused on high-value innovations and bringing those
innovations to market," said Curt Carlson, CEO for SRI International. "We create
the kind of industry-defining and first-of-a-kind technologies that can achieve
billion-dollar valuations - SRI is a technology incubator in markets ranging
from information technology to biotechnology and pharmaceuticals."

Nuance is the market leader in providing technology to create highly accurate,
natural language speech interfaces. As of December, more than 150 companies have
licensed Nuance`s software platform to run voice-enabled customer service
applications, and conduct V-Commerce(tm) (voice-enabled e-commerce), over the
telephone. AMR Corp.`s American Airlines unit licensed Nuance to drive its
voice-driven flight information system; United Parcel Service uses Nuance
software to enable customers to track packages and schedule pickups via voice;
and brokerage Charles Schwab Corp. rolled out a voice-recognition system in 1996
that allows clients to get stock quotes by calling a toll-free number.

Nuance is also driving the emergence of the Voice Web, bringing the power of the
Internet to the more than 1.5 billion telephones around the world. Nuance has
partnered with companies offering voice portal services such as BeVocal and
Tellme Networks, as well as a host of content providers to enable telephone
access to Internet content, commerce and services.

[miceMaker]

Preisfrage: Was kostet mehr Zeit?

Ich will telefonisch über einen Server Auskunft über einen Flug!
1. Ich wühle mich per Tonwahl vom Hauptmenü durch 25 Untermenüs.
oder
2. per Sprache: "Wann ist die Abflugzeit von Flug 138 nach New York?"

Die Belegungszeit wird im 2.Fall so dermaßen verkürzt, daß sich die Kosten zur Anschaffung von Spracherkennungssoftware praktisch in kürzester Zeit aufheben.

Nuance hat zur Zeit die beste Technologie solche Lösungen zu realisieren.

Überings auch gestern wieder 5,6 % im +

miceMaker

[miceMaker]

Hi ....
Noch eins zu Nuance: Der Vize Präsident des Marketings ist kein geringerer als Steve Ehrlich. Der war vorher 12 Jahre bei Oracle als Senior-Direktor des Produkt Marketings. Und denen hat es nicht schlecht getan oder?

miceMaker

[miceMaker]

Und wieder 10% für Nuance!!!
:-))) miceMaker

[miceMaker]

---------------> Nur 150.000.000 PC´s stehen Online zur Verfügung.
Dagegen existieren 1.000.000.000 Telefone Weltweit.

Wie wunderbar wäre es doch bestehende WEB-Server mit einer entsprechenden Telefonie-Schnittstelle mit Spracherkennung zu verbinden.

Nuance bietet hierfür die Lösung:
Nuance`s speech recognition and voice authentication software.

Welch Wachstumchance für den E-Commerce-Bereich addiert man die 150 Million PC´s zu den 1 Milliarde Telefonen.

Weiteres Plus für den Telefoniezugang:
Viele Onlinetransaktionen werden z.Zt. abgebrochen (z.B. wegen Engpässen im Netz) und telefonisch zum Abschluß gebracht.

;-))) miceMaker

[miceMaker]

Gestern Sience Fiction, heute Realität durch Nuance!!!
Durch Nuance Produkte ist man in der Lage sein Bankkonto abzufragen, Reisereservierungen vorzunehmen, Aktienkurse abzufragen und vieles mehr. Natürlich ohne Operator (enorme Kostenreduzierung). Diese Technik nutzen Firmen wie: Charles Schwab, American Express, UPS, British Airways, American Airlines, and Sears
miceMaker

[miceMaker]

Nuance gab heute bekannt, daß sie in ihrem Nuance Entwickler Netzwerk Srachobjekte für Entwickler zur Verfügung stellen. Der Zugang für Entwickler zum Netz ist über 90 Tage kostenlos. Danach klingelt wieder die Nuance-Kasse.
:-))) miceMaker

[miceMaker]

Nuance behauptet sich gegen den Trend. Nasdaq dick im Minus, Nuance +-0%
:-))) miceMaker

[ethues]

FONIX Conference Call May 18, 2000
**SUMMARY OF CC BY SENTINEL, VALIANT, MUCMARA***

I am posting all three takes on the conference call. People can make their own decisions.

------------------------------------------

By: Sentinel
Reply To: None
Thursday, 18 May 2000 at 5:47 PM EDT
Post # of 99287
UNBIASED CC remarks:
I just bought a little FONX...and am considering getting more. I listened to the CC to see if this was a good idea. Here are
the points I thought pertinent. I gathered my own conclusions, but I won`t post them here. This is neither hype nor heresy,
just FYI...

1. All debt was paid off over the last 18 months

2. Still seeking private equity, as sales is not currently enough to support the monthly burn rate of about 1MM/month.

3. FONX is the ONLY speech vendor in Microsoft`s Embedded Partners Program

4. FONX is the ONLY speech vendor in Intel`s Developer Forum

5. Outsourcing: $1.5-$1.8 million/month 18 months ago...currently $50K/month

6. A PR firm will be retained at some point in the near future/short term. I read this as 6 months or so.

7. FONX`s technology is unique in that it does not build upon public domain information, as does LHSP, Dragon, IBM, but
rather upon proprietary "neural network" technologies. Others in the industry cannot patent the public domain information,
but FONX has 4 issued patents, 11-13 pending, and 12 or so in progress.

8. There have been comparison studies done of the technologies within the industry, but these were done by consumer
electronics companies and chip manufacturers, and have not been released publicly. FONX is working toward this, but
refers to the facts in #`s 3 and 4 to prove what those results imply.

9. FONX technically has no competition in that their technology is unique and they are making product available NOW.
FONX believes LHSP to be a great company, with the ability to be dominant, BUT their PR`s promised embedded
products in the future - 6-12 months. LHSP`s algorithms currently require large processors and they have no ready
product for smaller RISC processors such as StrongARM. They will be in the embedded niche soon though.

10. Nasdaq application might be filed within the next 12 months. (From my personal experience, it is another 3 months or
so for approval)

One major point is that analysts predict the VR industry to be worth anywhere from $3-30 billion in 3-5 years, dependingon
whether the technologies can be made convenient and dependable. If anybody cares about my own conclusion, it is that
investing in just about ANY company with a decent VR product will be inherently profitable. At these prices, FONX may
well be worth accumulating.

All in all, it was an educational call, not great or awesome, but perfectly acceptable.
---------------------------------------------------


By: mucmara
Reply To: 99108 by NexEnd
Thursday, 18 May 2000 at 5:58 PM EDT
Post # of 99370
A Basher`s Review of the CC

It you didn`t have your hopes high for specific information, you wouldn`t come away dissapointed. Carma ran a tight ship in
the polite controled tones of a radio talk-show host. After a fairly lengthy delay during which various Fonix boosters cut up
amongst themselves, Roger Dudley showed up. Roger turned out to be articulate and predictably optimistic but less than
informative where the crucial specifics are concerned.
15 questions had been scheduled beforehand which took up almost the entire QA session. NBK and another east coast
stockbroker type got to ask most of the 15 questions (I guess they`re pals with carma1) and their thrust dominated the
inquiry: will there be more dilution? - "Yes, but we hope it can be kept to a minimum etc." Someone did ask the crucial
question about independent evaluation of Fonix`s much hyped neural-net ASR. Roger said that yes, these tests have been
done by several OEMs, but confidentiality restrictions prohibit any comments etc. There was lots of that, begging off the
question because of SEC rules and private concerns about confidentiality. Like I said , the tone was upbeat but very, very
thin on specifics which is always the case with Fonix. However I did discover a hint about what sort of product Fonix is
trying to sell.
--------------------------------------------------------

By: Valiant30
Reply To: None
Thursday, 18 May 2000 at 6:59 PM EDT
Post # of 99370
Now some very specific questions were asked and some answers that I did not expect were given:

Here are my take on the call and my highlights:

1. Significant revenue coming in at this point from Concierge and yes Panasonic ( not expected but welcome) but not
enough yet to sustain operation ( by the way this was a question that we were asked to skip no 13)

2. This one is the truly great one MSFT is currently working on Product both internally and with third party that will utilize
Fonix ASR and TTS. Since fonix technology is not software base this definitely is a strong indication that there will be a
long term chip manufacturer agreement in place very soon to secure any platform development, my guess is Intel since
they will be the prime supplier of chipset to MSFT product line. He did say products..........

3. PR agency they are looking at it as we speak and this an expense that they are willing to undertake even thru equity
financing, great knews.

4. Debt servicing and equity financing short term goal ie monthly is to bring cash burn rate to zero and he expects to reach
this level within twelve to eighteen months.

5. 3 to 30 Billion that is not an industry worth that is an industry sales number, at it lowest level it is 15 times larger than
L&H current sales level, try a P/E ratio on that one.

6. Competition as expected the answer is nobody else does it better (sounds like a James Bond movie doesn`t it), but
they know that it will get fierce if the market accept the products.

7. The general public is not yet accustom to working ASR application or appliance, suspended disbelief if they can
succeed in generating usage, watch out.

8. He is truly looking at a 12 month window for profit and he is consistant in his message as well as confident. The fix rate
convertible and the realisation that they have made mistakes in the past is music to my ears.

9. There was an Asia and other potential partner that he asked us to skip, feel free to talk within yourselves.

10. Lets not jump to conclusion on Pr`s tomorrow or even next week but lets agree on this they have built it and they will
come.

[miceMaker]

Hi,

ShopTalk bisher bekannt unter U-Access hat heute unter anderem bekannt gegeben, das ein Voice Browser in Betrieb genommen wird. Dabei geht es um Software von Nuance. Voyager(TM) Voice browser eine standardmäßige Schnittstelle für Spracherkennung.

miceMaker

[bull_shit]

Ist schon merkwürdig. Da regen sich alle WO`ler über die NASDAQ auf, die grade mal wieder mit 3% im minus ist, doch ändern wird es eh keiner. Schlauer ist es doch bestimmt, sich genau jetzt auf Unternehmen wie NUANCE , mit großen Gewinnchancen und guten Unterbau zu konzentrieren und den Rest am "Ar..." abblitzen zu lassen, oder???
Seit Wochen geht der NASDAQ rauf und runter , die Anleger in die großen Überbewerteten Aktien rein, die Großanleger und Fonds verkaufen,und kaufen sich dann noch billiger ein, da die Anleger die grade wieder eingestiegen sind sich in die Hose machen und mit Verlust verkaufen, usw... Wen interessierts??? Z.Z. muß man von seinen Aktien überzeugt sein und sich zurücklehnen, es kommen bestimmt wieder bessere Tage. Für die die News lesen, rechergieren und sich nicht auf Threads mit Vermutungen konzentrieren, gibt es auch in dieser Zeit interessante Werte.
Bull_Shit

[miceMaker]

Cisco Systems hat gestern die Phase 5 ihrer UC Plattform (Unified Communications) bekanntgegeben. Nuance ist der Partner für den Bereich Spracherkennung um den WEB-Zugang über Sprache zu realisieren.

:-))) miceMaker

[miceMaker]

Hier noch einmal die größten Kunden von Nuance:

General Electric
American Airlines
Bell Atlantic
British Airways
United Parcel Service
Charles Schwab & Company Tellme
Parigon Communications
Banco Bradesco
Sears
ShopTalk
BeVocal
Swedish National Road Admin.
Telia Mobile
Cheap Tickets
TD Waterhouse
Curious Networks
Ucallnet
Fidelity Investments
US Census Bureau
General Magic
via World Network
GoSolo VocalPoint
Home Shopping Network
Webley
Lloyds TSB Bank
Xtime
Nova Scotia Power
Odeon Cinemas

:-))) miceMaker

[Struwwelpeter]

Nur Fakten:
ATH bei 50$ ist gerade geknackt worden.

[miceMaker]

!!! 66% seit Threaderöffnung !!!
gerade 3 Wochen ist es her, daß dieser Thread eröffnet wurde. Von diesem Wert überzeugt bin ich auch gleich mit dabei gewesen, habe auf das enorme Potential hingewiesen. Seit dem hat der Kurs von Nuance 66% gewonnen. Die allgemeine Stimmung der letzten Wochen und Monate berücksichtigt ist dies recht beeindruckend.
Leider sind die Umsätze hier in Deutschland immer noch recht bescheiden, so daß man besser in den USA kaufen sollte.

:-))) miceMaker