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

To: Marc Phelan who wrote (3288)	5/4/1999 8:39:00 AM
From: Jules B. Garfunkel	Read Replies (2) \| Respond to of 3624

Marc, It is always nice to see Phoenix get another design win. However, what would even be nicer would be for Phoenix to include approximately how much new potential revenues these licensing agreements could bring. Without such quantification, these announcements are diminished in its value for investors. I have often requested, from management, that they provide some idea of what these agreements could potentially mean. Yet, as usual, they omit such helpful data. (to use your words...sigh) Jules

To: Marc Phelan who wrote (3288)	5/4/1999 9:34:00 PM
From: John B. Dillon	Read Replies (2) \| Respond to of 3624

Marc, Thanks for the info. Any new business, as long as it is priced right, is very good news. I always wonder how the contracts are structured, and like Jules I wish more information was available. I have a feeling that PTEC and their customers want information kept confidential for competitive reasons. PTEC has had bad contracts, but I believe they have learned their lesson and are structuring more favorable deals. Time to put the kids to bed. jd