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Technology Stocks : SDRC - Structural Dynamics Research Corp.

SDRC 0.420

+5.0%

11:19 AM EST

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To: William B. Kohn who wrote (820)	7/21/1998 8:24:00 AM
From: Jerry Rush	Read Replies (2) of 946

William, its obvious you were right about the CAD business being soft. I thought SD was gaining market share there. I was wrong. But you know, there is something about this we may have all been missing. SD didn't start out as a CAD company. They were a consultant outfit. Their business has always been to provide solutions for their customers. Customers needed better CAD software, they assembled a suite to do that. Now their customers need PDM. And it is being furnished. The key here, at least in my estimation is this: They provide a service to their customers. The best way to be successful is to find a need and fill it. SD's approach has been, What do you need? We'll find a way to provide it. And that attitude has SD ahead of the competition in PDM. So maybe we need to quit thinking of them as a CAD company. Instead, as a provider of solutions to business. The beautiful thing about this is that it removes the limit on what the company can do. Leaves them free to keep looking for that need that appeals to be filled. At todays price, the whole business is valued at about $10 ($4 cash). Thats less than the sales per share. Undervalued? Jerry

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