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

To: Jules B. Garfunkel who wrote (3135)	2/12/1999 9:26:00 AM
From: Mark Brophy	Respond to of 3624

You're too far ahead of the curve. It took the SEC and the investing masses several years to figure out the accounting scams at IBM and it will take several years for the masses to figure out that Phoenix has a division growing 67% representing 15% of the company. Being right isn't good enough. You also must figure out when the train will leave the station. Phoenix recently lost a key employee who was recruited by the former Award V.P. of R&D. He had been an engineer at Phoenix for 8 years and spent 6 of them training part-time for an MBA. Part of his training consisted of interviewing Jack Kay and other top executives. If I were in Jack Kay's shoes, I'd ask him to return the favor and submit to an extensive exit interview process. Phoenix needs to know why he considers it a better investment of his time to be an engineer at another company rather than to have an MBA-type job in sales or marketing at the Phoenix IP group. A CEO do accomplish a lot at exit interviews. In a similar situation, Scott McNealy spoke at length to a member of the Sun hockey team and came to the conclusion that he should make a major push for Java. The team was the best in the Silicon Valley at the time despite having many of the players in their late 30's, including McNealy. The camaraderie allowed him to get an interview that was more frank than usual.

To: Jules B. Garfunkel who wrote (3135)	2/15/1999 10:30:00 PM
From: Mark Brophy	Read Replies (1) \| Respond to of 3624

3Com® Connects USB-Equipped PCs To Ethernet Networks Networking Leader Delivers USB Network Interface Driving Ethernet Connectivity to the Home and SOHO Markets 3com.com It's on Wall Street's front burner now, but we're talking to ourselves. The last 10 messages are from you and me.

To: Jules B. Garfunkel who wrote (3135)	2/17/1999 8:59:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 3624

A home networking company went public 2 weeks ago. It's called Tut Systems and The Company's HomeRun technology enables a cost-effective Ethernet LAN to be quickly implemented over the existing telephone wire found in a home. PCs, PC peripherals, and high-speed Internet access are easily shared across this "no new wires" LAN. Home networking is also on the agenda at the Windows Hardware Engineering Conference at microsoft.com. There's a Home Phoneline Networking Alliance at homepna.org. Intel (software) and Broadcom (chips and hardware) are developing a USB cable modem. "We have incorporated the USB standard into our cable modem reference design because it is an enabling technology that will make cable modems much easier to install and configure," said Rich Nelson, Broadcom Director of Marketing Cable-TV. There's an EE Times article on home networking at eetimes.com. They point out that home networks will have a combination of USB, 1394, and infrared. Phoenix supplies cores in all 3 areas, so they seem to be positioned well.