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Technology Stocks : PTC
PTC 198.54+0.6%Oct 31 9:30 AM EST
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To: Paul Lee who wrote (3608)12/27/2000 9:32:06 AM
From: William B. Kohn  Read Replies (2) of 3646
 
Nobody may be asking me, but why would someone pay so much for PMTC while UGS, DASTY, MONE, all apear to be much better values. UGS is losing CAD marketshare to DASTY and UGS, while MONE seems to do well against PMTC's windchill product. Whether you argue for CAD or PDM you can find infinately better values elsewhere. Once again, I believe that either PMTC will see $10 before it sees $17, I believe that the one would be wiser in any of the other stocks I mentioned.

I am long MONE at this point having bought in at $12. per share. I hold a small position in UGS as well.

willyb
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