Autodesk! Ready to rise? Message Board

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Technology Stocks : Autodesk! Ready to rise?

ADSK 301.36

+0.2%

3:59 PM EDT

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To: Wolf who wrote (33)	9/3/1996 10:59:00 PM
From: Fred W. Fletcher	of 77

You've pretty much summed it up. This is why I don't invest in ADSK, Hell, they even changed their stock symbol. Talk about an idenity crisis. I don't own any Integraph (Microstation) but the Bentley portion of the "team?" has an excellent handle on the internet. Microstation will have a "Browser" built in as a front end next year. I read an article about Bentleys "vision". Bentley sees many suppliers / mfgs having design elements on the "net" ready to be down loaded and used in their software. Imagine an Architect "browsing" a furniture mfg. and picking pieces to use in his "model". Truly a vision and probably the way it will be in the not too distant future. A no growth company with a PE of 20 just isn't good enough. Maybe ADSK has a vision, but for a company to blow it like they have sends the "lack of vision" message. I own Novell and don't need another "could have been". I've become kind of hardened to hype, anymore, I just look at the numbers (this site is good enough) and if I see a string of no growth for no reason, then it is time to look else where.

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