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

To: JDN who wrote (3320)	4/6/2000 4:27:00 PM
From: Edwarda	Respond to of 3646

Like you, I have known PMTC for a long time. When I said that the quarters were growing more back-end loaded, I meant that the business now done through Rand used to contribute about $200 million in revenues in deals that closed relatively quickly. The heightened emphasis on large customers and large deals means longer selling cycles and even more pressure than before at the end of the quarter. I'm not worried that the deals won't close; however, the company will have the same problem at the end of this quarter, I'm sure. I'm not suggesting that there is much downside in the stock right now. It isn't likely to do much good for you though until there is reason to believe that Pro/E has stabilized.