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Technology Stocks : Phoenix Technologies (PTEC)

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To: Mark Brophy who wrote (3203)3/25/1999 1:41:00 PM
From: John B. Dillon  Read Replies (1) of 3624
 
Mark,

I've skied at Snowmass and Aspen when I was single and they were great. We discussed going there, but wanted something more family oriented and the travel agent talked us into Steamboat and we were very happy.

We build low volume specialized data acquisition and storage systems and have used a number of OS's including UNIX, DOS and VX. We select an operating system that is best suited for the application. It was quite a few years ago when we went with VX and I was not involved in the decision, but the license fee for low volumes is high.

I'm sorry I can't shed any more light on different applications for VX or PSOS, because I just do not know. I need to do more research. In DC area where there is a lot of defense and VME business I do not see much if any PSOS, but I do see VX.

I still believe INTS is a better valued because of the market cap and I agree with your point that INTS is in a better position to increase margins.

Back to the BIOS and PTEC, I also think that BIOS customers are less likely to switch as long as PTEC keeps competitive. If they can sell their add on products they will have an additional lock.

jd
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