Phoenix Technologies (PTEC) Message Board

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Technology Stocks : Phoenix Technologies (PTEC)

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To: Jules B. Garfunkel who wrote (2839)	10/23/1998 12:41:00 PM
From: Mark Brophy	Read Replies (1) of 3624

That's an unrealistic expectation. He stated that pricing for BIOSs, he hoped, would firm as a result of the expansion into the Server Market. (I interpreted this to mean Intel's Xeon product). Xeon is a good product for Intel, but not for Phoenix. The software engineering will be be minimal. Jack Kay was referring to Merced, not Xeon. He went on to say that he hoped to get much higher numbers as we moved on, (in the three digits range for the Merced systems in the 2001 time frame). I guessed $3-10 because notebook unit royalty is $3 and Merced will be more complicated and new. But, bear in mind that Merced will ramp much more slowly than the typical Intel processor generation. It's not even clear that it will be successful, so I don't consider it worth building into a financial model.

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