PTC Message Board - Msg: 12004950

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Technology Stocks : PTC

PTC 175.55

+1.2%

Nov 28 12:59 PM EST

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To: Box-By-The-Riviera™ who wrote (2869)	11/19/1999 1:35:00 PM
From: Edwarda	Read Replies (1) of 3646

Sorry to take so long to respond, but I have been having ferocious problems with ISP. Part of the question is, has the company stabilized the Pro/E so that it can serve as something better than a drag on overall growth? The last quarter suggests that it is possible, in which case your analysis proves out. However, as the company reinvents itself, the order picture increasingly favors large deals. During its transition toward a growing number of large deals, there is a significant risk to the timing of deal closure. It's going to take two or three quarters before there are enough large deals to offset the risk of slippage in any given quarter and consequent earnings disappointment. This risk is not factored into the target prices that have suddenly sprung heavenward. It is a key reason for my sense of caution despite my enthusiasm for the long-term outlook.

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