PTC Message Board - Msg: 13367561

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Technology Stocks : PTC

PTC 173.84

-8.4%

Nov 6 3:59 PM EST

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To: Edwarda who wrote (3311)	4/6/2000 3:21:00 PM
From: William B. Kohn	Read Replies (1) of 3646

That's a tough call. If you consider that the majority of their revenue still comes from MCAD and since market share is declining, they have two big problems to halt the revenue slide. The lost sales in past quarters mean decrease continuing software maint. revenues going forward. They also must somehow stem the decline in new seat revenue. This is difficult when you telegraphed to the world that you view MCAD market as saturated and you aren't investing as much to keep product up with the advances from competitors. Also the code base is much older and therefore more and more costly to upgrade.

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