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  "documentTitle": "Stryker Corp. (SYK)",
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      "text": "Spruce Point believes the market underestimates the potential that Microsoft and Nuance disintermediate Vocera as it becomes the de facto end-to-end information and communications solutions for the healthcare market.",
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      "text": "Sounds exactly like Vocera's core competency",
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      "text": "Today, the Microsoft Cloud is differentiated and is leading with industry and cross-industry solutions and our opportunity is to take Nuance's momentum and add Microsoft Cloud for Healthcare...",
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      "text": "Today, the Microsoft Cloud is differentiated and is leading with industry and cross-industry solutions and our opportunity is to take Nuance's momentum and add Microsoft Cloud for Healthcare. Six months ago, we introduced the Microsoft Cloud for Healthcare, which brings together the breadth of our offerings and adds new capabilities, customizations and standards unique to the industry. Nuance and Microsoft complete the end-to-end patient-provider workflow, capturing the patient interaction, converting into clinical documentation and conducting follow-up actions. Together, Nuance's momentum and growth in these key areas, paired with Microsoft's scale across the enterprise, will increase our total addressable market and expand our AI leadership. Nuance will double our TAM in healthcare provider space and increase our TAM across healthcare to nearly $500 billion [ph]. This acquisition brings our technology directly into the physician/patient loop, which is central to all healthcare delivery. The acquisition will also expand our leadership in cross-industry enterprise AI and biometric security. Nuance is a recognized leader in conversational AI for intelligent customer engagement through interactive voice response, virtual assistants and voice biometrics. Most importantly, together, we will drive increased customer benefits by augmenting the Microsoft Cloud for Healthcare with Nuance and by combining Nuance's deep enterprise AI expertise with the Microsoft Cloud, we will deliver powerful next generation services and accelerate the growth of Nuance's business and drive growth across our complete tech stack. — Microsoft / Nuance Deal Presentation",
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      "text": "Spruce Point Believes Microsoft / Nuance Could Render The Vocera Deal Worthless",
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