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Technology Stocks : SDRC - Structural Dynamics Research Corp.
SDRC 0.421-1.3%Dec 31 2:16 PM EST
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To: Jerry Rush who wrote (913)7/11/1999 1:22:00 PM
From: William B. Kohn  Read Replies (1) of 946
 
SDRC seems like a strange bird to me recently.
It is doing better than anyone I track in the industry with
the exception of UGS, which has risen like noone's business.

I seem to see (in my portion of the country) that they aren't
competing in CAD hardly any more. There CT VAR and salesstaff
seem to be non-existant, and I heard that SDRC may be losing one
of their larger CAD accounts in my state to another competitor.

I hope for you guys that either my corner of the world is very narrow and unrepresentative of the whole or that the PDM piece is really growing so large so fast, that SDRC doesn't need CAD revenue.

I mentioned before that they killed there CAM revenue's, and took alot of heat only to have the facts bear me out.

I think this is a stock destined to stay between a narrow but slowly rising trend, which I now place as a bottom at 17 and a top a 22.

I think the industry shorts are UGS and Autodesk and the best value currently is CATIA (But I am biased).
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