Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jules B. Garfunkel who wrote (3289)	5/4/1999 11:10:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 3624

That was an outstanding release. They don't know how much revenue the win will bring, but since they didn't state that, "it's in the top 10", "potentially one of the largest customers", or "Hyundai is the biggest imaging company" or anything like that, so you can assume it's not material. Nevertheless, they wouldn't send out a release if they didn't think it was important. It's the best job they've done explaining the interconnect SIP business - a small step towards attracting more analyst coverage. But, it could be improved: Phoenix's low gate count USB IP cores are simple to implement in a design, thus reducing design costs and improving time-to-market. Gate counts range from 6,000 gates for a device controller core, to 12,000 gates for a hub controller core, to 22,000 gates for a host controller core. If I were writing the release, I'd include a link to a web page (possibly at www.usb.org) with a USB tutorial defining "device controller", "hub controller", and "host controller", which would be helpful for someone trying to understand the Phoenix SIP business. No document should use technical terms without also providing definitions. In general, I've found that most tech companies don't include enough links to supporting info. Intel and Microsoft are 2 of the few companies that have a good web site. You can't expect to increase net penetration if you don't use the tool yourself. Other tech companies should "eat their own dog food". ''USB 1.1 includes across-the-board changes to clarify the specification, meaning even greater stability and robustness for our cores and USB-based designs,'' states Laurent Gharda, vice president of marketing, Phoenix Technologies. ''Given the maturity of the USB specification, this update is a logical stepping stone to the ramp-up of USB 2.0, an exciting development effort which we fully support.'' They didn't mention 1394 in the "Phoenix's Semiconductor Intellectual Property Cores" section, so reading between the lines, it looks like Apple remains intent on destroying 1394 with their high royalties.

To: Jules B. Garfunkel who wrote (3289)	5/5/1999 10:03:00 PM
From: Marc Phelan	Read Replies (1) \| Respond to of 3624

Jules, Does anyone have any updates to this list? Top Five Institutional Holders Rank Institutional Name Report Date Position 1 FMR CORPORATION (FIDELITY MANAGEMENT & RESEARCH CORP) 12/31/98 1,329,637 2 FUND ASSET MANAGEMENT INC 12/31/98 1,205,250 3 KOPP INVESTMENT ADVISORS. INC. 12/31/98 976,998 4 INTEL CORPORATION 12/31/98 894,971 5 DIMENSIONAL FUND ADVISORS INC 12/31/98 646,726 Thanks, Marc