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Technology Stocks : PTC
PTC 176.48+0.9%3:59 PM EST

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To: Box-By-The-Riviera™ who wrote (2762)10/29/1999 7:02:00 PM
From: Bob Howarth  Read Replies (2) of 3646
 
The webcast from earlier this week, not the CC. It is really important to listen to, to form your judgement about CPC. It was not what I expected.

1- LMT is the customer, perhaps the worst run large corp in USA, and a navy ship the product, rather than something in commercial world that is more relevant to earnings etc at PTC. I know PTC has much better examples than this (like maybe MOT or GMH).

2- I don't see how the security issue is properly addressed, to prevent potential industrial espionage etc. Collaboration is a security risk. I think it is a lot harder to automate these collaboration systems than appears on the surface because of these security concerns. I thought the HP rep was about to explain how HP had solved this problem, but perhaps they cut it short. If they have a solution, they really should present it in a white paper.

I am not negative, just cautious.
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