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Technology Stocks : Phoenix Technologies (PTEC)
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To: Mark Brophy who wrote (3191)3/22/1999 10:51:00 PM
From: John B. Dillon  Read Replies (2) of 3624
 
Mark,

Great post! Sorry I've taken so long to get back to you, I was skiing in Steamboat.

"Successful companies tend to attract better employees and losing companies are stuck with the rest, so there's something to be said for momentum investing. Phoenix needs to announce an aggressive repurchase that aims to reverse the momentum by retiring shares, not merely to fund stock options."

I believe PTEC will announce a very aggressive repurchase program. They would be fools not to. They have the money and they have just seen what an acquisition can do to a stock price and your comments on stock options are right on the mark. If they do not announce an aggressive stock repurchase I will start to liquidate my position. By the way does anyone have any insight as to why Craig Slater sold shares?

"Integrated Systems has the lowest margins because their high service revenues implies their unwillingness to accept risks."

INTS just announced two major design wins: one with HP and the other with Casio. The insiders are buying at INTS and they still have a fraction of the market capitalization of WIND. Everyone should at least take a look at INTS.

"In the meantime, semiconductor IP is growing much faster than the BIOS and RTOS industries, and will continue to do so for years to come."

PTEC has to get this message out and they should listen to Jules, because he is right on track. Also, remember that the BIOS business provides a nice cash flow for the business and I understand that the price of the low end BIOS is starting to rise.

jd
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