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Technology Stocks : Phoenix Technologies (PTEC) -- Ignore unavailable to you. Want to Upgrade?


To: Marc Phelan who wrote (2196)2/3/1998 9:51:00 AM
From: Mark Brophy  Respond to of 3624
 
I missed that one.

Phoenix is the default entry, so the 17 entries are ADPT, AEIS, ALTR, APPC, CPQ, CREAF, CS, INTC, LSI, MTZ, PTEC, PWAV, SEEQ, TLC, TSEMF, VISX, and VLSI.



To: Marc Phelan who wrote (2196)2/3/1998 3:02:00 PM
From: Mark Brophy  Respond to of 3624
 
I retract my Advanced Energy submission.

Somebody else counted the cars in the parking lot last Saturday and the price has risen substantially since I nominated it 1/28 at Message 3280220. AEIS will continue rising and I own the stock, but another one of my holdings has greater potential:

Award Software (AWRD) - This is yet another company that has been sold off because of their large Asian exposure. They removed all doubts about the matter last Thursday when they released a blockbuster earnings report and announced a repurchase program. The fastest growing part of the BIOS business is the embedded market and Award has the largest portion of revenues in that area. Award's emphasis shows great foresight compared to the user assistance specialty of SystemSoft and big vendor pandering by Phoenix.

Award also has the most efficient operation as measured by revenues/employee and profits/employee, along with the lowest P/E. In addition, they pilfered the Compaq Armada PC Card contract from SystemSoft at biz.yahoo.com and the Micron ClientPro contract from Phoenix at biz.yahoo.com.

Awards Internet appliance efforts are described at biz.yahoo.com, and biz.yahoo.com. They're also bringing the functionality of the x86 world to other operating systems at biz.yahoo.com and biz.yahoo.com. The Wind River VxWorks system is growing much faster than Windows and Award's support of USB will garner significant revenue.