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


To: Mark Brophy who wrote (3256)4/20/1999 7:24:00 AM
From: Marc Phelan  Read Replies (1) | Respond to of 3624
 
Mark,

The top 5 customers were Fujistu, HP, Intel, Sony and Unicore.
These are in alfa order. Intel remains the biggest customer.

Upon reflection it appears you are right. Looks like I was hoping to much.

Still I think that the CC was very positive and the buyback is excellent news. The concept of possibly increasing 2000 earnings estimates appeals to me! <grin>

Estimates of .81 before the buyback put our Y2K PE at less that 10 before rasing the estimates. I am increasing my position.

The best,

Marc



To: Mark Brophy who wrote (3256)4/20/1999 5:50:00 PM
From: John B. Dillon  Respond to of 3624
 
Mark,

Thanks for your remarks. Now it is Jules turn to give us his assessment of the call and buy back.

jd