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Technology Stocks : Phoenix Technologies (PTEC)

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To: Jules B. Garfunkel who wrote (2839)10/23/1998 12:40:00 PM
From: Tim Oliver  Read Replies (1) of 3624
 
Jules, I'm surprised by the strength in PTEC stock today. One of their analysts just downgraded the stock, yet it hasn't suffered much at all yet.

I'm sometimes sarcastic, but unfortunately I was very serious in my last post about what appears to be a dying BIOS business. I still think that 70-80% of their business shouldn't be in BIOS and that they need to make some non-BIOS investments. If they still haven't captured Compaq's commercial division BIOS after all this time, they obviously don't have something that OEMs really find attractive AND are willing to pay for.
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