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Technology Stocks : Stock Swap
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To: Tech Master who wrote (15525)9/24/1998 12:38:00 PM
From: Hollywood  Read Replies (1) of 17305
 
Anybody out there have any thoughts on mechanical design automation (CAD/CAM/CAE) companies such as Structural Dynamics (SDRC)or Parametric Technology (PMTC)? These companies are down significantly (60% - 70%) from their 52 week highs and are trading at multiples of about 13 times this years and 10 or 11 times next years earnings. SDRC, for one, seems to be making a big move into the PDM (Product Data Management) area.

I haven't seen these stocks discussed on SS before, so I'm not sure if anyone here follows them, but any opinions are appreciated.

Thanks,
Hollywood
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