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Technology Stocks : SDRC - Structural Dynamics Research Corp.
SDRC 0.376-10.4%Jan 9 9:30 AM EST

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To: Jerry Rush who wrote (895)1/19/1999 4:40:00 PM
From: William B. Kohn  Read Replies (1) of 946
 
I often use this thread to post.

My feeling is that the market, especially the NAZ is very top heavy.
I believe this market group SDRC, PMTC, ADSK, DASTY, and UGS are going to be hit harder than other groups. Weaker hands will be hurt most, that definately means PMTC shares, but I would be cautious especially for those also holding UG Solutions which although it hit a new high today, is either a take over candidate, or a candidate for shorting.

SDRC is interesting. My feeling is that CAD is down overall in the US and that the PMTC numbers are indicative of what you will see almost everywhere else. Now how good did Metaphase do last quarter. Good numbers and you win. Average or poor numbers and the bears have it.

Did I ever tell you guys, I'm originally from Chicago and have been a bear fan for years.

willyb
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