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

To: Mark Brophy who wrote (2908)	11/19/1998 10:39:00 PM
From: John B. Dillon	Read Replies (2) \| Respond to of 3624

Mark, Thank you for your response, you have cleared up a number of questions, but have raised a couple of new ones. If companies can get a $0.25 BIOS, why would anyone pay extra for a custom BIOS? What level of BIOS is IBM and Compaq getting and what are they paying? I heard Jack say PTEC will get significantly higher ASP's for the Merced chips. Will the increased engineering costs allow PTEC to make significantly higher profits? Is Microsoft putting more features in their software and therefore will even lower ASP's prevail? I heard that NT needs a smaller BIOS. Is this correct and if so does PTEC get lower ASP's for NT PC sales? Very good point about the analysts game, but why wouldn't PTEC blow their numbers away this quarter with the healthy state of the industry? Again very good point about ROM pilot, but I thought I heard that they had 8 ROM Pilot customers and I read a analyst report stating that they may get $0.50 a copy. Obviously they must not be getting near $0.50, but what are they getting and how will that effect this quarters profits? Why declare a dividend? Why not just retire more stock? jd

To: Mark Brophy who wrote (2908)	11/20/1998 5:47:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 3624

Peter Lynch doesn't always avoid technology stocks....on CNBC sometime during the last couple of years he mentioned his favorite 3 or 4 stocks and LSI Logic was one of them... Of coure, LSI was around $30 at the time, if I recall correctly, so maybe Lynch SHOULD continue to avoid technology stocks, since he doesn't seem to have very good luck with them... PS: Did you see SYSF double today...I think the real reason it went up is because SystemSoftware (SSAX) was upgraded and got a lot of press today...investors thought the name sounded like Systemsoft so they started gobbling up SYSF shares....at least that's my opinion of what happened....of course, a lot of penny-stocks (INFO, for example) have started moving over the past few weeks...maybe SYSF at 25 cents a share was a little undervalued...at that level someone could just buy it out, close down the company and take the more than $50 million tax-loss carryforwards they have and end up with a nice profit... Jimbo.