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

To: BMcV who wrote (2956)	12/17/1999 8:23:00 AM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 3646

PMTC - I don't intend to sell for the next two years at least. You are underestimating Windchill's potential - it hasn't even warmed up yet. Software writing, upgrading , marketing, market share increase - all take several months and even years. PMTC has carved out a nice niche through Windchill. ProEngineer won't die for years. Every Major City Newspaper carries ads for talent with ProEngineer skills. PMTC is still the market leader in its field. For another company to gain market share and beat PMTC, it will take years. Once this Y2K scare is over, software $$$$ are going to ramp up in 2000. Nasdaq will probably make 4500 next year! PMTC will get repeat customers from its huge customer base. 95 % Institutional ownership should tell you that MMs are expecting this stock to double in two years from present levels. Abby Joseph Cohen of Goldman Sachs sees Dow at 12300 by end of 2000 and sees very little inflation for 2000. Asia and Europe are picking up steam. In this sort of a climate, PMTC, with no debt, and market muscle has to do well. Regarding CATP, I am surprised that you are buying into this bullshit that there is an acute shortage of IT Professionals. There never has been such a widespread shortage in this Country. Spot shotages for a quarter or too, may be. But never a dearth! It doesn't take a whole lot to become a programmer - even people with B.S in history have been trained to become good programmers. This shortage hype has been preached by multinationals, so that they could import cheaper labor from India , Taiwan and Europe. Even that has been solved by companies like MSFT with offices in Hyderabad, India and Bangalore and the work product is transferred via modem in seconds to the offices in US. If they jack up the wages, they will get anything they want. That they won't, since it hurts their bottom-line - profits! For companies like CATP, which doesn't run a steelmill or a fab. making chips - they can ramp up from 3000 to 10000 people in one year as long as they find clients to pay for their staff. Every industry in U.S has a version of CATP, though CATP has been a little more innovative and successful. Regarding my other picks, they are all going to do well since most of them are small and manageable companies. ESST is going to zoom due to China - a new frontier! SPAR is dirt cheap and will become more profitable by next summer. XICO - it is almost fabless and analysts have put out a $ 30 target (much more aggressive than me! Even Soundview is covering XICO - a real dog just 10 months ago at $ 1+!) ISSI has almost doubled and will double again, since it is in SRAM business. ALSC the book value itself is $ 25 and is at $ 14 now. IO is a real joke at $ 4+ - a company with zero debt, a clean balance sheet - with oil prices approaching $ 30 soon and spending will start later next year - IO should treble in 2001. VISN is a optical retail outfit - with no debt - will make more profits in 2000 and 2001 - At $ 2 - come on - you couldn't get a big mack for $ 2! - It will double for sure in 2000. MENT is comparable to PMTC, but doesn't have the same business model and are more specialized. With hi-tech booming and expecte to grow 25 % next year, MENT should go to $ 17-18. STAR just announced stock buyback and CALPERS is going to kick them in the rear if they don't double. Book value itself is $ 16. SVGI, finally the dog got a $ 100 million order this week abd that negated all rumors/apprehensions about it. It will easily make $ 25 next year, since it is in a niche market. TNFI is another joke at $ 4+ and book value is $8+. They will straighten out in six months - they just closed all Colorado operations. UTEK is just like SVGI waiting to catch fire anytime now in January. INVX they will double from $ 8+ - since they moved to Singapore and their new flex circuit solutions wil add revenues in 2000. PGNS - TOBI drug just won U.K approval and will easily go to $ 27+ in 2000. CLE - they are on a buying spree and have a good balance sheet - $ 30 is easy in 2000! At last IFMX, they have almost doubled form their 10-15-99 price and would do it because of the January effect for small caps. I probably won't hold all of them for ever. But I don't foresee selling them in 2000, since that is their peak appreciation year.

To: BMcV who wrote (2956)	12/17/1999 8:42:00 AM
From: Ram Seetharaman	Respond to of 3646

PMTC - I don't intend to sell for the next two years at least. You are underestimating Windchill's potential - it hasn't even warmed up yet. Software writing, upgrading , marketing, market share increase - all take several months and even years. PMTC has carved out a nice niche through Windchill. ProEngineer won't die for years. Every Major City Newspaper carries ads for talent with ProEngineer skills. PMTC is still the market leader in its field. For another company to gain market share and beat PMTC, it will take years. Once this Y2K scare is over, software $$$$ are going to ramp up in 2000. Nasdaq will probably make 4500 next year! PMTC will get repeat customers from its huge customer base. 95 % Institutional ownership should tell you that MMs are expecting this stock to double in two years from present levels. Abby Joseph Cohen of Goldman Sachs sees Dow at 12300 by end of 2000 and sees very little inflation for 2000. Asia and Europe are picking up steam. In this sort of a climate, PMTC, with no debt, and market muscle has to do well. Regarding CATP, I am surprised that you are buying into this bullshit that there is an acute shortage of IT Professionals. There never has been such a widespread shortage in this Country. Spot shortages for a quarter or too, may be. But never a dearth! It doesn't take a whole lot to become a programmer - even people with B.S in history have been trained to become good programmers. This shortage hype has been preached by multinationals, so that they could import cheaper labor from India , Taiwan and Europe. Even that has been solved by companies like MSFT with offices in Hyderabad, India and Bangalore and the work product is transferred via modem in seconds to the offices in US. If they jack up the wages, they will get anything they want. That they won't, since it hurts their bottom-line - profits! For companies like CATP, which doesn't run a steelmill or a fab. making chips - they can ramp up from 3000 to 10000 people in one year as long as they find clients to pay for their staff. Every industry in U.S has a version of CATP, though CATP has been a little more innovative and successful. Regarding my other picks, they are all going to do well since most of them are small and manageable companies. ESST is going to zoom due to China - a new frontier! SPAR is dirt cheap and will become more profitable by next summer. XICO - it is almost fabless and analysts have put out a $ 30 target (much more aggressive than me! Even Soundview is covering XICO - a real dog just 10 months ago at $ 1+!) ISSI has almost doubled and will double again, since it is in SRAM business. ALSC the book value itself is $ 25 and is at $ 14 now. IO is a real joke at $ 4+ - a company with zero debt, a clean balance sheet - with oil prices approaching $ 30 soon and spending will start later next year - IO should treble in 2001. VISN is a optical retail outfit - with no debt - will make more profits in 2000 and 2001 - At $ 2 - come on - you couldn't get a big mack for $ 2! - It will double for sure in 2000. MENT is comparable to PMTC, but doesn't have the same business model and are more specialized. With hi-tech booming and expect to grow 25 % next year, MENT should go to $ 17-18. STAR just announced stock buyback and CALPERS is going to kick them in the rear if they don't double. Book value itself is $ 16. SVGI, finally the dog got a $ 100 million order this week and that negated all rumors/apprehensions about it. It will easily make $ 25 next year, since it is in a niche market. TNFI is another joke at $ 4+ and book value is $8+. They will straighten out in six months - they just closed all Colorado operations. UTEK is just like SVGI waiting to catch fire anytime now in January. INVX they will double from $ 8+ - since they moved to Singapore and their new flex circuit solutions will add revenues in 2000. PGNS - TOBI drug just won U.K approval and will easily go to $ 27+ in 2000. CLE - they are on a buying spree and have a good balance sheet - $ 30 is easy in 2000! At last IFMX, they have almost doubled form their 10-15-99 price and would do it because of the January effect for small caps. NS - buy by the thousands at $ 7 - book value is $ 20. USON got battered like PMTC due to profits - but will go to $ 8 in 2000 for sure! I probably won't hold all of them for ever. But I don't foresee selling them in 2000, since that is their peak appreciation year.