Seeking Alpha
  • 33_Alpha
    NUAN, NUAN, they do have a kind of de facto monopoly in the ASR/NLP space. But 170 P/E? Is it really worthwhile?
    3/13/12
    Reply (11)
    • 1980XLS-2.0: Warburg Pincus bought in at like $12 ish. perhaps pricey now. But in this Ponzi market, anything can be a buy,at any price, I suppose
      3/13/12
    • Modernist: forward P/E is 15 http://yhoo.it/yq6nGL compare to amazon
      3/14/12
    • 33_Alpha: Umm. This number looks strange. I know it is number from Thompson. How does a P/E 170 suddenly transform to P/E 15?
      3/14/12
    • Modernist: The denominator gets bigger.
      3/14/12
    • 33_Alpha: lol. touche. ;) How come earning is getting bigger then?
      3/14/12
    • Modernist: Look at the size of the target market.
      3/14/12
    • 33_Alpha: How come their size of target market suddenly getting bigger? Personal Assistant Voice Engine Licencing?
      3/14/12
    • 33_Alpha: Other things such as dictation, telephony applications or geo are growing but they have been there.
      3/14/12
    • Modernist: Siri in terms of the forward P/E, but the broader market in terms of the bigger picture.
      3/14/12
    • 33_Alpha: umm.. My question is Paul Ricci. Is his growth strategy by acquisition really effective? But I guess Nuan's stock price answer itsefl.....
      3/15/12
    • 33_Alpha: In anycase, Moderny, thanks for your answer, it helps me to break one of mental block. 33
      3/15/12