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

To: John B. Dillon who wrote (3198)	3/23/1999 2:37:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 3624

Re: ISI, Phoenix, and Wind River Company Price Revenue Mark Cap EPS P/E Book P/B Phoenix 8 1/16 124,000 223,976 0.60 13 129,081 1.7 ISI 15 1/8 106,900 351,520 0.69 22 99,142 3.5 Wind River 20 3/16 129,400 869,011 0.77 26 149,414 5.8 The EPS and P/E numbers are forward-looking from Zacks. If you use the Motley Fool PEG ratio as an indicator of value, then Wind River is a better deal than ISI. I endorse this approach because I think Wind River has a long term sustainable growth rate of 30%, and ISI and Phoenix can sustain 20%. I believe the interconnect semiconductor IP group has a sustainable growth rate of 40-70% for the next 5-10 years, which would raise the overall growth rate above 20% several years from now. There is potential for a $300m IPO in 2-3 years, so I think Phoenix is by far the best value of the 3 companies. If they manage this business well, their long term sustainable growth rate will be the highest of the 3 companies. Craig Slayter has been the major proponent of this business inside Phoenix for several years. How was the skiing in Steamboat? I went to Eldora last week, but there were dry patches on the steep slopes that I like to ski. I like the tree skiing at Steamboat and my reports tell me they have the most snow in the state. Fort Collins is the closest large city to Steamboat. We're the only locals you'll find there. If you go 4 hours directly west through the Poudre Canyon and Cameron Pass, you run into Steamboat.

To: John B. Dillon who wrote (3198)	3/24/1999 5:30:00 PM
From: Daniel D. Caldwell	Read Replies (1) \| Respond to of 3624

Slayter's selling of shares were probably related to his departure from the company. He is going to join Raj Ragavan of Virtual Chips fame at Sicore. Probably a good fit for everyone and from what I have heard was amicable. The big news is his replacement; David Everett is re-joining Phoenix as head of the division. He had left Phoenix in late 1997 to become a CEO of a startup that was later acquired. David is first rate and is well thought of within the company. He works for David Frodsham, COO. When I worked for David Everett, Frodsham worked for Everett in Europe. Regards - Dan