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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (2150)2/1/1998 2:18:00 AM
From: Chris Singer  Read Replies (1) of 3624
 
Hi Mark and everyone,

I'm not sure if I have 3 messages on this board in the past year but I think I do. I've held PTEC since '95 and read every post on this thread. If you don't have too many picks already, I'm eligible, and my picks are eligible I would like to participate.

NETA - Network Associates - McAfee (highest margins in the software business) and Network General merged together recently to form NETA. NETA makes a range of software including virus scan products competing with Symantec. I believe the combined company under McAfee management will make this merger a good deal and add value to the company as well as the stock price.

SANM - Sanmina - Makes quick turn printed circuit boards and does some assembly. Recently merged with Elexsys a smaller similar company. Sames story as above, I believe economies of scale will add value.

Chris
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