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Technology Stocks : Phoenix Technologies (PTEC)

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To: Theo Karantsalis who wrote (3604)4/12/2000 9:36:00 AM
From: Jules B. Garfunkel  Read Replies (1) of 3624
 
Theo,
I have stopped selling PTEC here and am actually looking to resume buying again, based on the potential for an upside earnings surprise. As you know PTEC gets higher margins on AMD BIOSs, and with AMD reported to be doing so well, it could fall to PTEC's bottom line.
Regards,
Jules
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