Phoenix Technologies (PTEC) Message Board

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Technology Stocks : Phoenix Technologies (PTEC)

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To: Jules B. Garfunkel who wrote (3067)	1/19/1999 11:19:00 AM
From: Mark Brophy	Read Replies (1) of 3624

The Intel portfolio needs to be changed. I'm dropping SystemSoft and BroadBand Technologies. Intel just announced a $30m investment in PictureTel (PCTL), so I'm adding the stock. Given the the low price/sales, it might be a good investment for Intel despite the losses. Do you know of any other Intel investments that aren't already in the portfolio where Intel has invested $20m of more or owns 10% (stock or warrants) in a public company? I will sell my small holding in SAP this week without doing any further work on it. SAP is a very important company and it would be well worth your time to perform further research, which is why I dug up the financial info. There are thousands of messages in the thread and it would take a while to wade through them all, but they're the hottest big company in the software industry. It might be a very good investment despite failing to meet the financial criteria of the contest. Growth stocks can be good investments, too!

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