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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (3065)1/18/1999 9:33:00 PM
From: Fred Fahmy  Read Replies (3) of 3624
 
Mark,

Here is another excellent prospect. NMGC (NeoMagic). They
are THE leading provider of video graphics solutions
for the notebook industry. They have more than 50% market
share and their customers include Gateway, Toshiba, Dell, IBM,
Sharp, Micron, Sony and I believe Compaq. The notebook industry
is growing at a healthy pace and NMGC is growing with it by
offering leading edge products such as the industry's first
256-bit single-chip embedded DRAM IC with integrated
graphics, audio and video.

P/E = 16
Price/Book=5
Price/Sales=2

Return on assets = 28.5%
Return on equity = 41.7%

Debt=0
Cash=$3/share

Stock currently at about 18.5

Look at the growth below:

Q1 Q2 Q3 Q4 Total
Rev (M$)
1999 47.8 53.4 67.4 n/a n/a
1998 18.3 24.6 37.3 44.7 124.7
1997 n/a n/a n/a n/a 40.8

Net Inc (M$)
1999 6.7 7.0 8.6 n/a n/a
1998 2.1 4.0 6.6 8.2 20.8
1997 n/a n/a n/a n/a -1.2

EPS (M$)
1999 0.26 0.27 0.33 n/a n/a
1998 0.09 0.15 0.25 0.32 0.82
1997 n/a n/a n/a n/a -0.07

Leading edge products, in a growing industry, with strong
financials, and solid growth. It meets all of your numerical
criteria and has a very active thread on SI. Only problem
is that it doesn't have a friggin SI profile. That's hard to
understand since they have more than 50% market share in
their industry. No profile is probably due to the fact that
they have only been public for two years.

There are 5 analysts covering the stock and they all rate it
a STRONG BUY.

I just wanted to let everyone here know about the stock because
it does seem to fit in with the type of stock your are trying
to promote.

Good luck to all,

FF
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