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Technology Stocks : PTC -- Ignore unavailable to you. Want to Upgrade?

To: William B. Kohn who wrote (2616)	10/9/1999 7:43:00 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 3646

In Ram's defense... He was simply trying to show the rise in labor costs require companies to find new efficiencies by which to offset them....hence Windchill and the like may present those savings over time. He did not say ptc had any direct connection to the labor department's numbers. as to the rest.... some folks estimate that windchill is a candidate product for at least 70% of ptc's existing customer base... and winchill sales thus far cover only 1%. Thereby, the internal market for windchill, by itself, is quite large and shows great promise. We'll all know soon enough if that is indeed true. Get some reading glasses.

To: William B. Kohn who wrote (2616)	10/9/1999 9:25:00 AM
From: Ram Seetharaman	Respond to of 3646

Kohn: I said "The Labor Dept. put out that the wage increase is offset by productivity gains. Where does productivity gain come from? By automating with tools like what PMTC sells!". I did not say all the productivity gains are because of PMTC. The gains are due to "tools like what PMTC sells". This includes your DUSTY , SDRC, MSFT and a whole cadre of software vendors who have helped to automate businesses. So my statements are not preposterous. If you had said PMTC is "fairly valued" now (due to your negativity!)your statements would have more credibility. You are so bent upon PMTC hitting $ 8, which we don't see happening. PMTC has the lion's share, in its business and over the long term, due to customer loyalty and repeat business their revenues and profits are only going to grow. They have also made some strategic acquisitions, which in the next few quarters will add to their bottom line. While PMTC may see some volatility till the end of 1999, from the middle of 2000 and beyond, it will be back as a growth stock or at the worst it will be bought out for at least $ 20 a share.

To: William B. Kohn who wrote (2616)	10/9/1999 9:47:00 AM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 3646

Remember institutions own 87 % of all outstanding shares of PMTC. Also market cap. wise PMTC has nearly a $ 3.8 billion market cap.! I see a point if you compare them CDN, PSFT who are in that range. Though PMTC is somewhere in the middle, the market cap. leaders are BMCS, INFY, CPWR, SEBL, ARBA in the software and programming industry! Even companies like NETA, SYMC, BANFF, EFII, MERQ have lower market cap. than PMTC. So PMTC is not a piddly company that is going to be hurt by the minor aberrations of the Mechanical CADD market. Over the long term they will grow. That is my 2c spiel on this issue.

To: William B. Kohn who wrote (2616)	10/12/1999 9:49:00 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 3646

Hey Kohn Guy... is this preposterious???? Tuesday October 12, 9:19 am Eastern Time Company Press Release Parametric Technology Receives Orders For 4,500 Windchill Seats From Two Marconi Divisions of The General Electric Company plc. (GEC) WALTHAM, Mass.--(BUSINESS WIRE)--Oct. 12, 1999--Parametric Technology Corporation (NASDAQ:PMTC - news) today announced that it has received significant orders for Windchill software and services from two business divisions of The General Electric Company plc. (GEC), a UK-based world leader in electronic, communications, electrical and mechanical engineering. As part of its initial implementation of Windchill, the Marconi Naval Systems (MNS) division of Marconi Electronic Systems purchased 2,000 seats of Windchill. The software was shipped to the company during PTC's fourth fiscal quarter (ended September 30, 1999). Marconi Naval's implementation will focus on creating standard processes in the areas of document management, engineering change management and configuration management across all business units, with future plans to use Windchill to capture all data and product information for the lifetime support of MNS vessels. In addition, Marconi Communications, a designer of strategic communications networks, placed a 2,500-seat Windchill order after an extensive benchmark and evaluation. The software associated with this order will be shipped in the first quarter of PTC's fiscal year 2000 (ending January 1, 2000). Marconi Communications will utilize Windchill's web-based architecture for product and process lifecycle management. For more information about these orders, see related news release: ptc.com. About Windchill Windchill brings product development to the web at Internet speed. Focused on all phases of a product's lifecycle -- from concept and definition to production, service, maintenance and retirement -- Windchill enables product and process lifecycle management through its unique web-based approach, tightly integrating suppliers and customers into the development process, increasing product innovation and speeding time-to-market for complex, customer-driven products. About PTC Parametric Technology Corporation, founded in 1985 and headquartered in Waltham, Mass., develops, markets and supports integrated product development and lifecycle management solutions that help companies spur innovation and achieve sustained competitive advantage. PTC's software solutions are complemented by the strength and experience of its professional services organization, which provides training, consulting and support to customers worldwide. In its fiscal year ended September 30, 1998, the company achieved more than $1 billion in revenue. PTC can be reached at 781-398-5000, or via the web at ptc.com. Except for the historical information contained herein, matters discussed in this news release may constitute forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those projected. These risks and uncertainties include PTC's ability to anticipate and adequately respond to evolving customer requirements and to deliver products and services that meet those requirements together with such other risks and uncertainties as are detailed from time to time in reports filed by PTC with the Securities and Exchange Commission, including PTC's most recent reports on Form 10-K and 10-Q. The announcement of any particular sales order is not necessarily indicative of the timing of recognition of revenue from such order or the level of revenue for any particular period. Parametric Technology Corporation and Windchill are registered trademarks and all names in the PTC product family as well as the PTC logo are trademarks of Parametric Technology Corporation, or its subsidiaries, in the United States and in other countries. All other companies and products referenced herein have trademarks or registered trademarks of their respective holders.