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

To: Tim Oliver who wrote (3089)	1/21/1999 9:17:00 AM
From: Mark Brophy	Read Replies (3) \| Respond to of 3624

My first pick is SBS Technologies (SBSE). They make hardware and software for embedded systems with divisions specializing in avionics and telemetry applications. They're grown at a frantic pace for years and I expect them to grow this year at the 30-35% rate that Jack Kay projected for Pico, although the x86 family is a minority of SBS systems. Yesterday, they announced earnings at biz.yahoo.com. Revenues grew 47% and earnings grew 27%. They earned $1.86 in the last year and the book value is $11.65. The price is 19, but that will go up today. Bob Riopel stated at the conference call that he believes Phoenix would benefit from a new CFO that has more credibility with analysts. He has made 3 major acquisitions and the company has grown substantially during his 4 year tenure. You applauded all 3, so I think it's unfair for you to say he's one of the guys who invests "in a company then leave the company a few months later". He also said that he wants to take some time off and find a job with a smaller company. He continues to own Phoenix shares, as do former Phoenix employees on this thread such as Jim A. and Daniel Caldwell.