Phoenix Technologies (PTEC) Message Board

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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (3284)	5/3/1999 11:04:00 AM
From: Jules B. Garfunkel	of 3624

Mark, I think your P/E of 20 is a little light in view of the better prospects ahead for PTEC with Merced product's providing higher ASPs for Phoenix BIOSs. The last I knew, Intel's Merced chip would be announced in September/October time frame, ramping to bulk shipments by early 2000. I think this is what Jack was anticipating when he said that we should see improved revenues, for PTEC next year, resulting from the high R & D costs we incurred over the past two and a half years. Perhaps IBM's announcement today of their G-6 mainframe, (which was one month ahead of schedule), will now motivate Intel to accelerate their announcement of Merced. Regards, Jules

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