SDRC - Structural Dynamics Research Corp. Message Board

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Technology Stocks : SDRC - Structural Dynamics Research Corp.

SDRC 0.400

0.0%

Jan 23 9:30 AM EST

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To: Jerry Rush who wrote (803)	7/13/1998 4:57:00 AM
From: William B. Kohn	Read Replies (1) of 946

Just back off of vacation. To all of you I generally feel sorry for the stock action that occurred. Although many of you were sure that I was saying something because I had a short position on SDRC, I did not. Although I don't know much about what's gone on the past few weeks, I was interested in Jerry's note about an 'out of the box' SDRC PDM solution. If they do a good job here I believe this will help them. Past experience, indicates that rather than reinvent a product for a market, SDRC likes to switch things off on their main product. I am interested more on product stategy, rather than on any one product. Low cost MCAD products will continue to hurt PTC and SDRC in the US, although I must limit my comments in this area. I cannot believe that you will see significant further price erosion unless Windchill becomes a factor in the next quarter. Once again my apologies and to those who know about my sour feelings about PMTC, right on, the sorry mess they find themselves in now could not happen to lousier guys! willyb

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