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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (3200)3/23/1999 9:06:00 PM
From: John B. Dillon  Read Replies (1) of 3624
 
Mark,

Steamboat was great. There was plenty of snow and I saw only one or two brown spots. The weather was sunny and warm which was perfect since my wife and two little girls went with me. I took it easy this trip, because I am out of shape and I did a lot of skiing with my family, so I can't tell you how the tree skiing was.

"ISI and Phoenix can sustain 20%".

It is my understanding that INTS's new CEO Boesenberg has set a goal of 25% revenue and 25% profit margin.

Our company has used Wind River in a product, but it will not be our first choice for our next. We weren't very happy with the license arrangement and it was hard to get good contract consultants. Having said that the os was solid. I've been told that Wind is geared more toward VME systems and the military and INTS is better for deeply embedded applications, where I believe the market is going. Hopefully you can shed some light on these points.

jd
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