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

To: William B. Kohn who wrote (2692)	10/20/1999 8:27:00 AM
From: Box-By-The-Riviera™	Respond to of 3646

What rampant bullishness????? MOst people here are expressing patience, even caution... Note the following matrix... in the first four years of PRO E sales.... the numbers year by year were: 3 mil 11 mil 25 mil 45 mil for a total of 84 million for the first four QUARTERS of Windchill sales.... the revenues were: 5 mil 12 mil 25 mil 40 mil for a total of 82 million in the first four quarters.... Few software products have shown such results in the first year of sales.... also.... estimates posted here regarding this qtrs windchill sales were between 40-50 million.... not just the 50 million you referenced in your post. On a comparable basis....taking windchill alone...but even assuming a stable set of numbers in ptc's other product areas (which you can now begin to assume with some credability) windchill as a value exceeds many of the most optimistic valuations given lesser start ups in the market place...though it has in fact not received anything near such a valuation... Based upon this qtrs dramatic earnings report... and the near term outlook, though still a show me company, ptc certainly does not deserve your continued poor outlook based upon what you offer to support that outlook...which is very little actually. Short this puppy down to ten if you dare. J