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I agree Ram, that PMTC has been trading on WC, not MCAD. If you can get the d*** chart function on SI to work, I bet a comparative graph of UGS, SDRC, DASTY, and PMTC would show this. Particularly early on, WC revenues are likely to be lumpy, since it involves such a huge commitment by the customers, not just financially, but especially in their processes. Walske's $300 million WC target was made recently, and I bet he hasn't changed it yet. If he affirms this to analysts today, we will not see downgrades, but reiterations, and the stock will close over 20. |
