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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (2150)	1/28/1998 1:46:00 PM
From: Tom M	Read Replies (1) of 3624

Mark, If you please, I'll enter ADPT (Adaptec) and CS (Cabletron). I like a good company that's down & it worked for me on DEC last year. Adaptec ADPT @ 22 1/2 - Owns the SCSI market which may or may not be all that important by itself but is also the leader in I/O. In addition, they have adapters for Fibre/Satellite/Ether & Giga/ATM & are big into Firewire (1394 offhand?) which I think will be increasingly important w/increasing multimedia peripherals. They also own the best CD/DVD packet writing recording software on the Windows and Mac fronts. P/E on last 12 mths is 12.5 & 3Xbook. Yr high 54 1/2, yr low 19 1/2 Cabletron CS @ 13 1/2 - Beat up networking competitor with CSCO & Bay. Recently got a steal of a deal buying DEC's networking stuff with largely product discount payments. DEC channel deal expected to add significantly in first year. P/E on last 12 mths is 8.7 & 1.7Xbook. Yr high 46 1/2, yr low in 12's regards, Tom

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