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Technology Stocks : PTC
PTC 175.99+1.2%Nov 7 9:30 AM EST
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To: Box-By-The-Riviera™ who wrote (3050)1/4/2000 9:50:00 AM
From: BMcV  Read Replies (1) of 3646
 
Product transitions are hard to manage. I've been through a tough one with Cabletron over the past two years. There are a lot of false starts, a lot of disappointments. Two years ago I was at the CS meeting listening to then-CEO Craig Benson talking about where the company was going. Well, it went there, but in between then and now, the stock made a couple round trips from 15 to 7; I lost patience and faith and sold half at the absolute bottom. One new CEO later, the company looks to be back on track. That may be what it will take with PMTC, though I think Walske is still pretty highly regarded. At least the Boston Globe picked him as one of the top local execs of the decade.

The worst thing about turnarounds based on product transitions is that there are no guarantees. If this were just a matter of rationalizing operations, or waiting for the market to turn, it would be a different story...
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