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Technology Stocks : PTC
PTC 175.99+1.2%3:59 PM EST

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To: Edwarda who wrote (3282)4/5/2000 12:48:00 PM
From: William B. Kohn  Read Replies (1) of 3646
 
The biggest question is raised by Goldman. I believe they indicated that the most seasoned professionals of the salesforce of PMTC is leaving to join others pre-IPO internet companies. If this is indeed the case, then PMTC has a real problem. They have always relied on their aggressive salesforce to gain entry and close deals. If they have lost significant sales talent, this is a commodity that is not easily replaced. THIS would be a very significant point and a MAJOR negative for PMTC going forward.

To make their Windchill numbers, they need a SALESFORCE who can CLOSE DEALS. The best salesforce wins, and PMTC has always led in this critical area.
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