Market is fine - we've got the Fed still in play, inflation is low, global economy picking up, just busted through what until this spring had been a double top in the making and setting up to be a triple top, but we broke through and held nicely.
Sector is fine - seems that tech is doing fine, and perhaps with improved economic outlook you could argue it has now become the sector people are rotating into
Industry is superb - every big tech co is getting into VR, and you're hearing more and more about products being touted that have technology, Comcast being the latest.
Company is fine - Well diversified, activist shareholder onboard (and on the board), voice ads is launching, leader and dominator in the industry, and most importantly the only company well into the NLP rather than just the voice recognition tech that is so 2011.
Stock - well, who cares? Yeah it's down to the 2011 low - who cares? As long as we're not getting diluted out of a Nuance success story, then who cares where the stock is this week or the next. I say true longs should worry about the company and let Icahn take care of the shareholder value issues, and why wouldn't he?
Bottom line is that one day in the future computers will be better at language than humans, they'll speak every language, know every accent, know every bit of technical terminology and will be able to pick out a whisper from a mile away next to a freight train. It will be a constant advance towards that level of sophistication over time, and people will gladly pay up for the best technology in that regard. Voice rec is easy to do, and everyone is doing it, but still following Nuance's already blazed trail. Now we're moving from words to sentences, jargon, meaning, understanding. Can anyone show my anyone besides Nuance that has even started down this road of NLU?