Replies to post #115913 on Biotech Values

[10nisman]

Business Intelligence Advisors' software is having success finding red flags in executives' behavior on earnings calls

I wonder how Teva scored on their recent calls - something tells me not so good.

[Dub Narcotic]

Take it for what you paid for it, but a friend of mine was working on a Cisco contract a couple of months ago and was told that the company consists 'entirely of project managers now'. I hate tech companies that have outsourced all of the actual value-added design and manufacturing aspects of their business, and Cisco seems to be a prime example of a hollowed out company that will be facing newly-empowered contractors-cum-competitors in the very near future.

[imnot6]

CC Analysis via Algorithms

what if a computer attempted to rate the quality and reliability of corporate managers' responses on conference calls? Could a Watson or a Terminatrix T-X help a portfolio manager by combing through thousands of company earnings calls in search of encouraging—and alarming—signs?

Wow. You realize where this is going, no? The wide-spread adoption by corporations of "Computer-Adapted Conference Call Assistance" as a counter measure - real-time modification of scripts delivered via auto-tuned speech. Analysis instantly fed to hair-trigger trading algorithms. Everything running on Bangalore-sourced code developed under the direction of project managers in San Jose. One incorrect use of a reflexive pronoun during the safe harbor statement and we could see price swings that make the Flash Crash look like calm seas.