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To: Norm Demers who wrote (8371)	7/2/1999 1:52:00 PM
From: Steeliejim	Read Replies (2) \| Respond to of 118717

Dale could charge for L2 peek requests. NPLS vol. just died off. Day traders must have decided to pick on it for a bit, got what they wanted, then moved on. I wasn't paying attention to your hint on HSAC so I had to go find my own sandbox to play in. Neither of these IPO's have much revenue relative to their market cap so I'm not sure I'd hold onto them very long. Maybe more than the 15 min. I did on NPLS though. <g> Jim

To: Norm Demers who wrote (8371)	7/2/1999 2:55:00 PM
From: Steeliejim	Read Replies (1) \| Respond to of 118717

I can't tell you much about PMTC TA, but we use it's Pro-E CAD (Computer Aided Design) package where I work, along side a competitor, Unigraphics. Pro-E is an excellent package and the engineers love it. However, PMTC no longer has a lock on the advantages it had 6 years ago. With variations in the details, most of the high end design packages can now do what Pro-E can do. I could be wrong, but I believe PMTC's growth is slowing along with its competitors as the market matures. There is a lot of room for better low end CAD, but, like PC's, the margins aren't there. In disclosure, I led a team to evaluate both CAD packages to see which one would get additional funding for acquiring seats. Pro-E won on technical merit at that time. I should have invested in it then. I'd be cautious now. What did CNBC say about it? Perhaps there is something new that's so compelling that I don't know about that PMTC will be able to steal business from other cos. Remember, cos IS dept.'s have a lot of inertia, and are generally reluctant to switch major programs if the existing ones are doing an adequate job. Jim