PTEC superiority over Systemsoft Message Board

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Technology Stocks : PTEC superiority over Systemsoft

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To: Tim Oliver who wrote (117)	9/3/1996 9:43:00 PM
From: Mark Brophy	of 287

Re: Your long post <<By requiring 90% of problems to be resolved remotely, doesn't that severely limit the practical use of the product? What percentage of PC users are currently using the internet or regularly use modems? Certainly everyone that is reading this, but I think we're a minority.>> This is the main reason I shorted SystemSoft. Clearly, we're a minority of power users. If you can get to the net, your hardware is probably working! <<Do you believe that Phoenix has taken note that their smaller competitor's market cap is now 3 times theirs and that there seems to be a big demand for this type of product and begin to re-evaluate their strategic plan? If not, why wouldn't they?>> I wasn't aware of the existence of SystemSoft until recently when I was informed of the fact by Pheonix. "Call avoidance" is a speculative market, but Pheonix is a conservatively managed company. Pheonix got burned badly by a foray into Unix in the late 80's. Today, they keep their fingers away from hot stoves. <<Mark, I don't know where you get your info. about PCMCIA engineers at Phoenix turning over quickly, but you apparently know something. Where are they going when they leave? Any particular companies?>> Pheonix suffered raids on their engineers for several years by Intel. Intel and Pheonix negotiated for many years without coming to a deal for Intel to use a Pheonix BIOS in their motherboards. Pheonix had a monopoly and Intel tried to curb their influence buy supporting SystemSoft and developing their own BIOS. The Pheonix-Intel deal in Feb. was a sign of capitulation by Intel that their strategy wasn't working. <<My impression is that Phoenix is starting to take back the PCMCIA market quickly from SystemSoft>> I haven't done any research in this area. Could you elaborate? Does anybody have any info on the relative strength of the players in the PCMCIA market?

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