PTC Message Board - Msg: 13476130

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Technology Stocks : PTC

PTC 189.82

-1.1%

Nov 5 3:59 PM EST

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To: Jamey who wrote (3454)	4/21/2000 6:22:00 AM
From: Edwarda	of 3646

We have detractors who seem to enjoy pointing out that this tremendous B to B company is not going to recover any time in the near future but they are so mistaken, imo. Parametric is simply evolving from a company that is going from an old product(CAD) that has much competition into their evolved Windchill application that is said to be the best manufacturing program around. Santiago, people like JG and me are not detractors who are enjoying pointing out problems. To say so is to misrepresent us altogether. There is no question that PMTC is evolving and that Windchill is a good product line in a very attractive market. However, the company's management has not been managing this transition well and has some very hard work ahead of it over the next couple of quarters to recoup. To think otherwise is to ignore reality.

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