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Nuance Communications, Inc. Message Board

  • cyoung8404 cyoung8404 Jul 8, 2013 8:44 AM Flag

    Dell up on recommendation to approve Michael Dell's deal. Nuan implications....

    If the Dell situation gets cleared up sooner rather than later, I expect Icahn will have a lot more time to focus on Nuan and its upcoming Aug. earnings announcement. The timing is great for a possible "Icahn perfect storm." It should be fun. It will be interesting to see if Nuan runs up into earnings announcement. I may be wrong, but Icahn has put in a floor on Nuan even if its earnings are disappointing. Longs have a safety net, and shorts have a world of worry. IMHO.

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    • So last ER was a blindsided disaster. Now, Ricci gives us a definite date? Shmuck!

      • 1 Reply to onyxpig
      • I'm still not buying the "disaster" characterization of the last CC. I do agree the reaction to stock price was a "disaster". (may be same result) However, my opinion rests mostly on the Revenue element which imho is the conversion on how Revenue will be reported going forward. This is also what created the opportunity for CI to get in on the cheap. The synthetic market at least doesn't process the texture of a change such as this, now we'll see what the 97% Big Boy ownership, much of it new, will do going forward. BTW Dragon Notes product available in 26 languages in the MSFT store -- clarifies earlier comment, if Ricci only takes $10mm that will reduce the dilution by the difference)

    • Noticed futures for Nuan were weak. Opened aggressively. Maybe the Dell situation is increasing the probability that Icahn will have plenty of time to focus on Nuan shortly. We shall see.

 
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