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Technology Stocks : Phoenix Technologies (PTEC)

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To: Pascal Morin who wrote (375)1/25/1997 10:50:00 AM
From: Tim Oliver   of 3624
 
Pascal, PICO not only has had spectacular growth (they wouldn't
have sold ANY PTEC shares like the VCI people did), but the growth
will only get stronger:
=======================================
PC Week, January 22, 1997

"Pico Group joining NEC and Geoworks in smart phone alliance"

NEC Corp. and Phoenix Technologies Ltd.'s Pico Group have
agreed to jointly develop a family of "smart" phones and other
personal communicators based on Geoworks Inc.'s GEOS operating
system.

Tokyo-based NEC will license the Pico Group's PicoPAL system
level software, which provides fundamental services for silicon
control, power management and data storage and is geared toward
a small memory footprint, according to sources close to Phoenix
Technologies, in San Jose, Calif.

PicoPAL also provides support for Flash storage, miniature cards
and high-speed infrared connections, and supports core logic systems
developed by Intel Corp., Advanced Micro Devices Inc. and Vadem Inc.

Phoenix Technologies officials declined to comment.

Last year, NEC and Geoworks formed a strategic alliance to
incorporate the GEOS 3.0 operating system in a family of NEC
branded smart phones expected to be introduced initiallly in Japan
by the end of the first quarter and afterwards in the United States,
sources said. Phoenix now is joining NEC and Geoworks in
co-developing the phones.

NEC's family of smart phones will meld digital voice, voice mail,
E-mail, fax and Internet access, and PIM-like functionality in a
single cellular handset, sources said.
==================================
I sincerely hope that the excitement and aggressiveness in both
technology and marketing that comes from the PICO group
catches on in the rest of the company.

Go to PTEC's website at "phoenix.com" and visit each of the
product categories (i.e. PICO, Virtual Chips, etc.). Notice a
MAJOR difference between them?

It's hard to believe that PICO is only 14% of the company (up from
10% last quarter). Perhaps Jack Kay should seriously consider
promoting the marketing manager for PICO to corporate marketing
manager. He'd kick those other departments in the rear-end and
wake them up, especially the PR department (it's almost embarrassing
to hold this stock sometimes when a little competitor like SYSF
trades 10 times the volume of PTEC). Good job, PICO group!
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