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Technology Stocks : PTEC superiority over Systemsoft
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To: Mark Brophy who wrote (123)9/9/1996 10:14:00 AM
From: Tim Oliver   of 287
 
So far, PTEC has been silent on any SilentPC contracts (if it were
SYSF, they would have already pre-announced 4-5 major deals).

I really look forward to "OnNow" (a power management product
for desktops), which I believe has even broader appeal than
SilentPC. Phoenix was listed with about six multi-billion dollar
companies as major suppliers of products (by Microsoft) that will allow
desktops to go into "sleep" mode instead of having to reboot each
time you want to use your PC. This will be great for network
management and for the "connected" world that we're moving into.
It is obviously more complex than a "sleep mode" for a printer. There
are security issues that must be dealt with.

But I believe that USB and Firewire and other connectivity products
will be far more valuable for Phoenix than anything else they're doing.
They've had huge endorsements by Compaq and Intel and are by
far in the best position technically and strategically to be successful
in that market (through aquisitions and industry dominance).

Just one side note of interest. Intel has been updating their Sept.
24 seminar schedule (see www.intel.com/intel/sept24). As more
detail has been added, it looks as if Phoenix has as good if not
better chance of being mentioned than SystemSoft (although neither
is specifically mentioned in the agenda). SystemSoft is listed as one
of MANY demonstrators. What interested me the most was that
Intel calls the SYSF product a "help desk" product. If that is what
Intel really sees it as, I think SYSF has overstated their value to the
industry (Intel is coming out with their own "help desk" product in
October and may see SYSF as only a way to get there faster with
their own products).
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