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Technology Stocks : Phoenix Technologies (PTEC)

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To: Fred Fahmy who wrote (427)2/1/1997 2:55:00 PM
From: Tim Oliver   of 3624
 
Fred, I promise not to "pimp" PTEC over on the INTC thread if you
promise not to "pimp" INTC over here. I think you'll agree that INTC
already gets more than its fair share of attention, so my "deal" is
obviously in your favor.

Fred and Mark, even if you didn't tell us how successful you are in
your other stock trading on a regular basis, we'd still respect your
opinions on PTEC.

Maybe while we continue to wait for the "rival to SYSF" (as
Forbes described PTEC in Feb. 10 issue on SYSF...never actually
mentioning PTEC's name) to become "discovered", we can start a
fan club issuing out decoder rings, PTEC hats, and shirts.

By the way, I just noticed something interesting on page 16 in
PTEC's annual report: "Revenue derived from Phoenix's international
operations comprises a majority of total revenues." Not a bad thing,
especially since Japan and other Asian markets are growing very
rapidly right now and it's been hard to get American brands into
Japan. Of course, the Asian manufacturers are doing pretty well
in the United States (recently adding Sony). Any reflection on
PTEC's superior system software? Just a thought, probably insignificant.
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