Phoenix Technologies (PTEC) Message Board

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Technology Stocks : Phoenix Technologies (PTEC)

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To: Fred Fahmy who wrote (3068)	1/24/1999 1:47:00 AM
From: Skeeter Bug	of 3624

(off topic): nmgc sounds intriguing. being a value investor, i can appreciate a lower than 50 pe ;-) a couple questions. why are margins getting killed at a huge rate and is intel interested in this biz? q1 99 had net margins about 15%. q3 99 had net margins down to 10%. this is a 33% erosion in net margins in 6 months... 10% is nice, for sure. is 10% sustainable? 15% wasn't. what is the underlying cause here? is it getting worse or better? is it seasonal? does nmgc have an unusual reporting period? i'd expect q3 to be better than q1. not 33% worse... btw, the erosion in eps growth is even worse... after watching cirrus take a hit from $60+ to single digits, i can see why some would be gun shy. tia...

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