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Technology Stocks : Award Software(AWRD) is back -- Ignore unavailable to you. Want to Upgrade?

To: Bill Oegerle who wrote (319)	3/17/1998 11:04:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 373

Re: Big customers of Award and Phoenix The only Phoenix customer that represents a big chunk of revenues at Phoenix is Intel. This is the first quarter they will receive royalties from the Compaq desktop BIOS win. The royalties from the IBM desktop win will not be seen for another quarter or two. Award's only big customer is Vobis. The Sept. quarter was low because Europeans take half the summer off (it's a more civilized place). Last quarter was high partly because they returned to work. I'm not sure, but I think the Micron contract was stolen from Phoenix. I also consider Award a better deal than Phoenix. I have a large Award position and a small Phoenix position. I'll diversify if Award rises relative to Phoenix.