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  • Looking Beyond Nuance's Transition Pains  [View article]
    He hasn't. He acquired both Accelerad and Notable Solutions in the last four months. Look 'em up. No press releases for either, but they went down. The acquisitions total in the 100+ million dollar range.
    Aug 27, 2014. 01:19 AM | 1 Like Like |Link to Comment
  • Nuance: It's All About The Debt Redemption Baby  [View article]
    Samsung as well, folks.
    Aug 13, 2014. 12:39 PM | 3 Likes Like |Link to Comment
  • Will Apple And A Weak Management Take Nuance Down?  [View article]
    Brett Icahn and Dave Schechter are not old cronies of Ricci....
    Apr 1, 2014. 11:21 AM | 1 Like Like |Link to Comment
  • Nuance's healthcare division chief leaving  [View news story]
    Hi, Teodor. Will you elaborate as to why?
    Mar 13, 2014. 08:24 PM | Likes Like |Link to Comment
  • Nuance Communications CEO Discusses F1Q 2014 Results - Earnings Call Transcript  [View article]
    "We should also mention that there are some modest acquisitions, primarily in healthcare, that are in flight, that will make some contribution in the back half of the year."

    More acquisitions to come is a sign that Nuance is not engaging in buyout talks for itself.
    Feb 13, 2014. 07:44 AM | 1 Like Like |Link to Comment
  • Speaking Of Earnings, Here's What To Watch For With Nuance  [View article]
    Forgot to mention that I am long NUAN
    Jan 30, 2014. 11:51 AM | 1 Like Like |Link to Comment
  • Speaking Of Earnings, Here's What To Watch For With Nuance  [View article]
    I also agree that Nuance is a heavily misunderstood name. It is constantly referenced because of its work with AAPL, but brings so much more to the table. Two key growth drivers: NINA (enterprise virtual assistant) and Voice Biometrics (authentication measures being considered and adapted by banks worldwide).

    It has been criticized by its monster M&A spree over the last 9 years, but I actually think it could acquire a few more companies to seal the deal re: its Speech Recognition dominance.
    Jan 30, 2014. 11:00 AM | 1 Like Like |Link to Comment
  • Best Stocks For 2014: The Ns  [View article]
    long nuan
    Jan 23, 2014. 04:24 PM | Likes Like |Link to Comment
  • For Investors To Stay, Nuance Must Cut CEO Pay  [View article]
    Nail on the head.
    Dec 12, 2013. 08:09 PM | Likes Like |Link to Comment
  • Icahn ups Nuance stake again, shares +1.2% AH  [View news story]
    Well the annual shareholder meeting is only about six weeks away, right?

    Something's brewing that's for sure.

    Also, a little curious as to why NUAN has yet to announce their 2013 Annual Financial Analyst Day, which had already occurred by this time last year.
    Dec 11, 2013. 12:34 AM | 1 Like Like |Link to Comment
  • Follow Carl Icahn Into Nuance Communications  [View article]
    Dec 5, 2013. 08:22 PM | Likes Like |Link to Comment
  • Follow Carl Icahn Into Nuance Communications  [View article]
    I can answer this by starting you off by this quote from a September 2013 Forbes article: "You’ve talked, slowly and loudly, to Nuance before. Known for its Dragon Dictation products, its speech technology is also behind the iPhone’s virtual assistant Siri, Samsung’s S-Voice, automated call centers and virtual online assistants for airlines and top-tier banks, and it’s on the majority of the world’s smartphones." http://onforb.es/1hzHqJq

    Now think about its latest product innovations: voice biometrics (lots of enterprise potential and growth that has barely been tapped, but can easily be marketed to many current partners; think of all those relationships with banks and their automated call systems), voice ads (a brand new advertising market that is helping ad agencies win awards; google for more info on that), dragon tv (think of the recent partnership with DirecTV), dragon drive (every passing year introduces more and more car models with voice recognition infotainment systems; and nuance has relationships with bmw and mercedes already)

    All of the above, and guess what? Haven't even mentioned their fastest growing business. HEALTHCARE.

    This stock WILL reach the 50s in two years, possibly less. Do you have the patience?
    Dec 5, 2013. 05:24 AM | 4 Likes Like |Link to Comment
  • Icahn ups Nuance stake to 18.72%, shares +1.5% AH  [View news story]
    NUAN's EPS would blow away wall street estimates if management's compensation package would not have been so undeservedly high. Icahn knows restructuring executive compensation packages, and shedding Nuance's red-headed stepchild of an imaging business will substantially increase shareholder value.
    Dec 4, 2013. 08:00 PM | 3 Likes Like |Link to Comment
  • Nuance Communication: A Decent Long-Term Investment Opportunity  [View article]
    Nuance will not run with Paul Ricci as CEO; at least no if he remains with the same compensation package and same disappointing results.
    Sep 23, 2013. 10:03 AM | 3 Likes Like |Link to Comment
  • 3 Reasons Nuance Is Still A Buy  [View article]
    Reason #4 - Carl Icahn's 16% passive stake in the company.
    Aug 11, 2013. 10:14 PM | 3 Likes Like |Link to Comment