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

To: Mark Brophy who wrote (3191)	3/13/1999 12:54:00 PM
From: Chinacat	Read Replies (1) \| Respond to of 3624

Hmmmm. What's the source of this info? from Mr Brophy's post: >>>>>A comparison of service revenues is interesting. Integrated Systems gets 56% from services, Wind River gets 75%, Phoenix gets 82%, and Award before the merger got 83%.

To: Mark Brophy who wrote (3191)	3/14/1999 9:13:00 PM
From: Mark Brophy	Read Replies (2) \| Respond to of 3624

There's a correction for this post. Here's the original: A comparison of service revenues is interesting. Integrated Systems gets 56% from services, Wind River gets 75%, Phoenix gets 82%, and Award before the merger got 83%. It should read: A comparison of product revenues is interesting. Integrated Systems gets 56% from products, Wind River gets 75%, Phoenix gets 82%, and Award before the merger got 83%.

To: Mark Brophy who wrote (3191)	3/22/1999 10:51:00 PM
From: John B. Dillon	Read Replies (2) \| Respond to of 3624

Mark, Great post! Sorry I've taken so long to get back to you, I was skiing in Steamboat. "Successful companies tend to attract better employees and losing companies are stuck with the rest, so there's something to be said for momentum investing. Phoenix needs to announce an aggressive repurchase that aims to reverse the momentum by retiring shares, not merely to fund stock options." I believe PTEC will announce a very aggressive repurchase program. They would be fools not to. They have the money and they have just seen what an acquisition can do to a stock price and your comments on stock options are right on the mark. If they do not announce an aggressive stock repurchase I will start to liquidate my position. By the way does anyone have any insight as to why Craig Slater sold shares? "Integrated Systems has the lowest margins because their high service revenues implies their unwillingness to accept risks." INTS just announced two major design wins: one with HP and the other with Casio. The insiders are buying at INTS and they still have a fraction of the market capitalization of WIND. Everyone should at least take a look at INTS. "In the meantime, semiconductor IP is growing much faster than the BIOS and RTOS industries, and will continue to do so for years to come." PTEC has to get this message out and they should listen to Jules, because he is right on track. Also, remember that the BIOS business provides a nice cash flow for the business and I understand that the price of the low end BIOS is starting to rise. jd