PTC Message Board - Msg: 12003097

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 : PTC

PTC 174.95

-0.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Edwarda who wrote (2868)	11/19/1999 12:14:00 PM
From: Box-By-The-Riviera™	Read Replies (1) of 3646

Yes...but the cad/cam stream pays the bills while they grow windchill.... just like williams companies gas business has bought them a fiber network twice now... it's a synergy, not a handicap depending on your point of view....secondly....if you have virtually a 100 percent growth rate on windchill qtr to qtr...and you have an expectation that 3 years or so down the road cad/cam would not be ptc's central focus (hell they might even get rid of it)....and mgmt is smart enough to grow windchill into an even bigger market beyond the immediate (there's a question mark).......well.... it's a whole different set of factors isn't it.... and of course hard to then value at all in as much as there exist multi-billion dollar companies whose assets and debt pale in comparison to ptc's....yet haven't earned a single penny....but they are given credit for the rapid growth in over all revenues.... so....how many qtrs out do you go.... well....obviously starting at 14$ a share....going out enough to double the stock in 4 weeks could have easily been an argueably sure bet.... is it a three banger or better by june 2000 dec 2000... is it worth 60 now or in 2001. I suppose that will need some work... or it won't if the focus stays on windchill and they double up next year with 160+ in sales.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next