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Nuance Communications (NUAN) Message Board

justmyho 11 posts  |  Last Activity: Jul 22, 2014 3:15 PM Member since: Mar 29, 2005
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  • Reply to

    Right on cue

    by onyxpig Jul 22, 2014 10:15 AM
    justmyho justmyho Jul 22, 2014 3:15 PM Flag

    I agree. If you always sold just before earnings, and bought back a week later you'd be miles ahead!

  • justmyho by justmyho Jul 11, 2014 3:00 PM Flag

    Salesforce just announced its buying RelateIQ to lessen future competition. I think Veeva may be in the same category, don't you think?

    Sentiment: Strong Buy

  • justmyho by justmyho Jul 7, 2014 1:34 PM Flag

    The iWatch will have to have voice recognition for it to be effective. Anyone have any idea if Apple will use Nuance for this function, or do you think their own voice efforts are up to par yet.

    I personally think they will use Nuance. It takes years of engineering and mountains of data to fine tune an effective VR capability and I doubt if Apple will gamble on some homegrown version with no production experience. It could make or break the success of the watch!

    Sentiment: Buy

  • justmyho by justmyho Jun 26, 2014 11:40 AM Flag

    Ok, I'm convinced that Violin is a strong candidate to be bought out. If you agree, lets see who can predict the who and when it happens.

    My pick is NetApp. They need a full solid-state offering in their arsenal and Violin's just announced Concerto is just what they need. I give them till the end of summer for this to happen, and they better hurry because there are plenty of others who will must likely see the opportunity.

    So what are your predictions?

    Sentiment: Strong Buy

  • Reply to


    by justmyho Jun 19, 2014 2:27 PM
    justmyho justmyho Jun 26, 2014 11:34 AM Flag

    You must not have read my post correctly. Monday, as I correctly stated, was the ex-dividend date and the stock adjusted down. I never indicated that a correction would happen on the dividend paying date. I know how dividends work (as you do).

    No harm done, but you should be more careful before you call out other people's posts as incorrect!

    Sentiment: Strong Buy

  • justmyho justmyho Jun 19, 2014 5:40 PM Flag

    Yes a few engineers jumped ship perhaps, but speech engines are extremely difficult to engineer. It takes years to code plus mountains of data to fine tune it. Just think of all the languages, accents, multiple meaning words, etc. Remember how many versions of Dragon had to be released to get its recognition to an acceptable level! And if Apple released a "piece of junk" speech engine for Siri, it might never recover.

    Plus Nuance has tons of patients, so even if you steal some of their engineers, you better not duplicate their algorithms or law suits will abound.

    If I were Apple, I'd just spend a few of those billions of dollars they have sitting around doing nothing and buy Nuance. They get the best software plus lots of customers and applications.

    Sentiment: Strong Buy

  • justmyho by justmyho Jun 19, 2014 2:27 PM Flag

    If you want the quarter dividend, you better buy today or tomorrow. You must own the stock by the close tomorrow to share in the dividend.

    Note that Monday morning the stock will correct down an amount equal to the dividend. This is, of course, to prevent people from buying Friday to qualify for the dividend and selling Monday to just collect the dividend.

    Usually the stock recovers from its dividend correction fairly quickly, so don't fret over its required correction. Long term this is a great company and stock!

  • justmyho by justmyho Jun 16, 2014 6:07 PM Flag

    I know Nuance got a weak deal from Apple when Siri was introduced. Ricci is a poor negotiator! But maybe he intends to get even and sell to Samsung. That might be the end to Siri and hurt Apple immensely. You just can't develop a speech engine like Nuance's overnight. Plus Nuance has a very large number of patients, so its likely protected.

    So what do we have to look forward to? A bidding war with Apple involved? That would be fun, don't you think?

  • justmyho by justmyho Jun 10, 2014 1:11 PM Flag

    Very positive article about PLOW. Good long term investment. Plus if you buy the stock before Jun 20th, you'll get a .2175 cents per share dividend payable Jun 30th. How can you go wrong?

  • Reply to

    Looks like its basing for a move higher.

    by asymiom May 6, 2014 10:49 AM
    justmyho justmyho May 6, 2014 3:50 PM Flag

    PLOW is now down 6 cents. How can a company have an earnings report like it did yesterday and be down the next day?

    I guess I'll never understand the stock market. Seems its upside down most of the time!

    Sentiment: Strong Buy

  • Wow, they just blew-out 1st qtr's earnings. Sales up 158%, earnings per share beats by 12C, and the first 1st qtr profit in 10 years! Things look really strong as well for the rest of the year!

    Should see a strong run-up in their stock price IMHO. Hope you loaded up under $17 bucks!

    Link to earnings announcement:

18.01+0.32(+1.81%)Jul 24 4:00 PMEDT

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