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

To: Qualified Opinion who wrote (3337)	4/6/2000 8:45:00 PM
From: Edwarda	Read Replies (1) \| Respond to of 3646

Any professional answering as you have been would have me deeply worried. You yourself observed that the March quarter is over; well, trailing revenues and cash flow are also history. Professionals evaluate future revenues, earnings, and cash flows. Or they try to estimate an enterprise value in the event of a takeover. Look, I am not saying that the stock will languish at current levels indefinitely. I am pointing out that the fundamental picture is less attractive over the near term than appeared to be the case in January and February. Estimates are not coming down because of nothing; they are coming down as the realization sinks in that the company has some very basic and very hard work ahead of it.