Phoenix Technologies (PTEC) Message Board

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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (3039)	1/16/1999 11:29:00 PM
From: Jules B. Garfunkel	Read Replies (2) of 3624

Mark, I don't know what you are talking about relative to SAP. To reject this company for the reasons you give, is wrong. Perhaps you don't know that SAP is a partner with Intel in the development of an E-commerce Joint Venture Pandesic. BTW, I just bought a beginning position in SAP on Friday as a contrarian play and my belief that the Euro-dollar will strengthen against the dollar this year. Mark by copy of this post I am submitting my best two picks for the 1999 year. Phoenix PTEC is # 1 and Remedy Software (RMDY) # 2. I've selected Remedy with the belief that Investors had over reacted to IBM buying Remedy's biggest competitor, Tivolli. Remedy was at $ 50 two years ago and is now trading at $14 1/4. I would expect RMDY to return to the better times as investors once again focus on the smaller cap tech stocks this year. Regards, Jules

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