Phoenix Technologies (PTEC) Message Board

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Technology Stocks : Phoenix Technologies (PTEC)

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To: Jules B. Garfunkel who wrote (3096)	1/22/1999 10:04:00 AM
From: Mark Brophy	Read Replies (1) of 3624

Compaq developed their own USB modem without Phoenix help. Compaq has developed the USB core, firmware and drivers for its own product. Phoenix licenses from Compaq and resells to others certain components of USB synthesizable cores, including some in the new modem. This is the first concrete example I've seen of synergy between the IP group and the BIOS group, but it isn't what I expected. I thought Compaq was a Phoenix customer, not the other way around! Jack Kay mentioned at the conference call that a Japanese customer is buying USB cores from Phoenix for an external floppy and that the North American division of Toshiba has licensed all cores. Do you suppose that Phoenix is selling Compaq code to Toshiba - their biggest competitor in portables?

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