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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (2972)12/24/1998 10:05:00 AM
From: John B. Dillon  Read Replies (1) of 3624
 
Mark,

Happy Holidays to everyone!

As usual you bring some very good points to the thread. You may want to look again at INTS. The difference between the market capitalization of INTS and WIND is interesting. Also, INTS has just recently announced a very nice quarter and a very good CEO.

Another stock that you may be interested in is VICR. They have some very impressive technology and patents in the power supply arena. A recent report from H. C. Wainwrigtht & Co. thinks they have a chance to increase earnings up to 40% a year for the next 5 years! However, they,like PTEC, have a credibility problem.

I agree with your comments on owning PTEC. I have a significant position, but I am getting frustrated waiting for the stock to move especially when everything else is going up. I am convinced it is an excellent value. The only other question I have is why isn't there additional insider buys?

jd
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