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

To: Jules B. Garfunkel who wrote (3096)	1/22/1999 10:04:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 3624

Compaq developed their own USB modem without Phoenix help. Compaq has developed the USB core, firmware and drivers for its own product. Phoenix licenses from Compaq and resells to others certain components of USB synthesizable cores, including some in the new modem. This is the first concrete example I've seen of synergy between the IP group and the BIOS group, but it isn't what I expected. I thought Compaq was a Phoenix customer, not the other way around! Jack Kay mentioned at the conference call that a Japanese customer is buying USB cores from Phoenix for an external floppy and that the North American division of Toshiba has licensed all cores. Do you suppose that Phoenix is selling Compaq code to Toshiba - their biggest competitor in portables?

To: Jules B. Garfunkel who wrote (3096)	1/23/1999 10:51:00 AM
From: Mark Brophy	Read Replies (2) \| Respond to of 3624

Mutual funds sold, not acquired companies. Phoenix has gone down because Wasatch Advisors dumped 10% of the stock and Kopp Investment Advisors trimmed their 18% holding to 7%. Both funds held the stock for several years and showed plenty of patience, especially for mutual funds. As Tim Oliver implied, this had more to do with the earnings performance of the company than any lack of credibility of the CFO. He's only the messenger who brings the bad news and shouldn't be shot! I haven't seen a single sale from an Award insider. The worse thing I can tell you is that Maurice Bizzarri was V.P. of R&D at Award and he left for another company. But, he didn't enough shares to move the stock price, he might not have sold, and most or all of the other Award executives stayed with Phoenix. I think Jack Kay learned something from the insider selling at VChips, the immediate turnover of sales staff, and the loss of founder Raj Raghavan. The Phoenix BIOS engineers in San Jose have been moved to Award's office in Mountain View and some of them are under Award management. Former Award exec Laurent Gharda is now Phoenix V.P. of sales and marketing, and George Huang is vice Chairman of Phoenix as well as Sr VP of the Award Taiwan Subsidiary, and he is also assisting with strategic relationships. I doubled my SBSE position after it rose 4 points. I think it deserves a 35 P/E and my price target is 70. The price is now 23, so there's plenty of time to participate.

To: Jules B. Garfunkel who wrote (3096)	1/25/1999 4:23:00 PM
From: Marc Phelan	Read Replies (2) \| Respond to of 3624

Jules, January 25, 1999 Intel Alters Chip After Boycott Threat By JERI CLAUSING ntel Corp., facing a boycott by privacy advocates who fear its new computer chips will make it easy for online marketers and others to track consumers on the Internet, on Monday announced plans to alter its new technology. A company spokesman, Tom Waldrop, said that the software for the new Pentium III computer processing chips that contains an identifying serial number will be changed so that the identification system is automatically disabled unless the computer user voluntarily turns it on. The company will also offer free software to allow customers to easily turn off the feature permanently, the company said. "Privacy groups had raised a concern that the fact that the user would have to turn it off, even though it's a pretty easy process, was something they felt was not optimal," Waldrop said. "What we are going to do is go a step further, make it so that the control will by default turn off the processor serial number, unless you tell it you want it on." Marc Rotenberg, executive director of the Electronic Privacy Information Center, which along with a group called Junkbusters Inc., organized the Intel boycott that was announced on Monday, said "It looks like we won Round 1." However, he said, much said more needed to be done. "They've got a software patch. It's a temporary fix. It can be as easily disabled as enabled. It can disappear in future version. It can be turned off by network managers or Web sites," Rotenberg said. "There's not enough assurances here that the chip will not be misused. "It's important for consumers to look at what's inside Intel." Gee..... You don't think that's Phoenix Inside do you? Hope your day went well. That RMDY looks very strong. Marc