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


To: Tim Oliver who wrote (2939)11/29/1998 10:42:00 PM
From: Jules B. Garfunkel  Read Replies (2) | Respond to of 3624
 
Hi Tim, are we to assume that you have sold your PTEC stock again?

I have read your post several times now and I can not understand what has made you so bitter. Do you really mean what you wrote?
What constructive advise would you give to Jack and Bob? Don't just criticize without saying what you would do to make it better.

On a separate note, I would like to see Phoenix benefit from tonight's story which appeared on CBS' "60 Minutes" concerning the Y2K problem. The segment ended by saying, "home PC users should contact their hardware or software providers for possible solutions".
I would like to see someone from PTEC contact CBS and tell them that Phoenix offers a solution which can be downloaded, by PC users, over the Internet. All a PC user has to do is register with PTEC and agree to a license agreement available on PTEC's home-page. Joint deals for PTEC to get free linkage to their homepage, in exchange for Phoenix to give their Y2K solution to the Internet Service Providers (ie AOL, MSN Earthlink etc), or gateway customers (Yahoo, Excite, Snap etc.) would be very advantageous for all concerned. For PTEC it would be very advantageous to own such a list of users, and the free publicity wouldn't hurt either.

It is my hope that an employee from PTEC is reading this and will be kind enough to pass my recommendation along to someone who might be able to effect such a plan.
Regards,
Jules



To: Tim Oliver who wrote (2939)11/30/1998 10:03:00 AM
From: John B. Dillon  Read Replies (1) | Respond to of 3624
 
Tim,

IMHO Jack has a great strategy. He just bought two great complimentary companies and now PTEC is now the clear leader in PC BIOS, and has a great position in the IP world. PTEC has little competition and very good long term growth prospects. I like PTEC's value added products like ROM Pilot and I believe they will become significant contributors to the bottom line.

Jack's problem has been being overly optimistic with PTEC's numbers and I believe from listening to the last conference call that those days are over. The recent analyst downward revision is good news because PTEC has a credibility problem that will be solved by making or beating their numbers.

jd