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Technology Stocks : Phoenix Technologies (PTEC)
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To: Jules B. Garfunkel who wrote (3133)2/5/1999 12:39:00 PM
From: Mark Brophy  Read Replies (1) of 3624
 
Aren't all the New York Garfunkels related?

So if you see this potential, and I see this potential, why do you suppose more investors are no taking notice?

First, the market has a short term view and it's going to take a couple of years before the market is big enough for the masses to notice. Second, semiconductor IP is seen only by engineers, whereas the Internet stocks are seen by everyone. Third, Phoenix has failed to reach potential before and it could happen again.

What do you recommend that PTEC can do to get this message out to more Fund Managers and investors?

Phoenix has already made progress with analysts. There were none 18 months ago and now there are 3. The acquisitions of Sand and Award have clearly shown the investment bankers that there's money to be made with Phoenix. In addition, the San Jose BIOS engineers have moved to the Award building in Mountain View. That's a clear sign to me that the semiconductor IP group is preparing for an IPO in a couple of years. The investment bankers will educate the masses at that time after the potential has ben fulfilled. The 67% growth last quarter makes me optimistic that it will continue.

Did my combined two picks of ALTR and INTC win the contest last year?

I think you were the only contestant to pick 2 stocks that rose 50% or more. However, Jeff Kehl could've picked SystemSoft as his second and lost 95% of his money, but his combined gain would've been greater than yours. Jeff is the winner no matter how you look at it!
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