Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Systemsoft Inc. (SYSF) -- Ignore unavailable to you. Want to Upgrade?

To: Mark K. who wrote (2695)	12/8/1997 4:09:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 3529

Mark/Dave: I believe the original Packard-Bell deal (by far the largest volume deal to date at the time, over a year ago) was priced fairly low, at around $2-$3/unit...but I recall hearing the answer of ("more than DOUBLE" that figure for more recent contracts)... So I think the $4/unit estimate is pretty fair for now. Mark.

To: Mark K. who wrote (2695)	12/8/1997 4:33:00 PM
From: Mark Brophy	Respond to of 3529

Re: Royalties The $2 SystemSoft royalty quoted was calculated by me about a year ago from info provided about the first customer - Micron. This could be checked to some extent by the $4m SystemSoft revenue last quarter. The $5-6 portable BIOS royalty and the $2 BIOS royalty was from the April Phoenix conference call. Intensive pricing pressures have reduced these prices to $4.50-5.00 and $1.50-1.75, respectively, according to the latest Phoenix call. Nobody on this thread seems to know the breakdown between portable and desktop for SystemSoft, but it's about 50-50 at Phoenix. SystemSoft investors would serve themselves better by tuning into the Phoenix and Award conference calls and asking more probing questions of Angelo.