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

To: Mark Brophy who wrote (2972)	12/24/1998 10:05:00 AM
From: John B. Dillon	Read Replies (1) \| Respond to of 3624

Mark, Happy Holidays to everyone! As usual you bring some very good points to the thread. You may want to look again at INTS. The difference between the market capitalization of INTS and WIND is interesting. Also, INTS has just recently announced a very nice quarter and a very good CEO. Another stock that you may be interested in is VICR. They have some very impressive technology and patents in the power supply arena. A recent report from H. C. Wainwrigtht & Co. thinks they have a chance to increase earnings up to 40% a year for the next 5 years! However, they,like PTEC, have a credibility problem. I agree with your comments on owning PTEC. I have a significant position, but I am getting frustrated waiting for the stock to move especially when everything else is going up. I am convinced it is an excellent value. The only other question I have is why isn't there additional insider buys? jd

To: Mark Brophy who wrote (2972)	12/28/1998 10:52:00 AM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 3624

Mark: AOL has gone from $100 to $300 (split adjusted) in the past 6 months or so since you cut your losess & covered your short position...I applaud you for admitting you were wrong and covering before things got out of hand... but the real question is, DID YOU GO LONG AOL ??????????? That would have been an even better move !!!! Now with AMZN closing in on $400, do you think the analyst who recently upped his price target from $125 to $400 will have the guts to up it again...maybe to $1000 this time ??? Jimbo.