Phoenix Technologies (PTEC) Message Board

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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (2908)	11/19/1998 10:39:00 PM
From: John B. Dillon	Read Replies (2) of 3624

Mark, Thank you for your response, you have cleared up a number of questions, but have raised a couple of new ones. If companies can get a $0.25 BIOS, why would anyone pay extra for a custom BIOS? What level of BIOS is IBM and Compaq getting and what are they paying? I heard Jack say PTEC will get significantly higher ASP's for the Merced chips. Will the increased engineering costs allow PTEC to make significantly higher profits? Is Microsoft putting more features in their software and therefore will even lower ASP's prevail? I heard that NT needs a smaller BIOS. Is this correct and if so does PTEC get lower ASP's for NT PC sales? Very good point about the analysts game, but why wouldn't PTEC blow their numbers away this quarter with the healthy state of the industry? Again very good point about ROM pilot, but I thought I heard that they had 8 ROM Pilot customers and I read a analyst report stating that they may get $0.50 a copy. Obviously they must not be getting near $0.50, but what are they getting and how will that effect this quarters profits? Why declare a dividend? Why not just retire more stock? jd

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