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Technology Stocks : Phoenix Technologies (PTEC)
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To: bananawind who wrote (2956)12/15/1998 5:58:00 PM
From: Jules B. Garfunkel   of 3624
 
Hi Jim,
The last paragraph of your referenced article appears to be the most significant relative to Phoenix,

"Still, "If Intel controls what and how stuff gets put in the BIOS, that's really significant," said one analyst. "That's a wonderful control choke point." "

It is very surprising for me, (as evidenced by the recent lack of activity in PTEC's stock), that only this one analyst and the rest of us PTEC investors here, seem to realize the strategic importance and value of the BIOS as a "control choke point".
Jules
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