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

To: JDN who wrote (3361)	4/7/2000 6:39:00 PM
From: Edwarda	Read Replies (1) \| Respond to of 3646

On the subject of the shortfall in Windchill, I think that you are being a bit generous, JDN, when you say "a little under what was estimated." Although Windchill revenues will be up more than 230% on a year-over-year basis, the company preannounced that they were about $40 million--a substantial shortfall from the earlier guidance of $57 million for the March quarter.

To: JDN who wrote (3361)	4/8/2000 12:08:00 PM
From: Joseph Pareti	Read Replies (2) \| Respond to of 3646

hi JDN it's a pleasure meeting with you elsewhere than on intel's thread ... someone advised me to get up to speed. I am not sure i am, but at least i formed a few more ideas : - much of the decline is accounted for by "lack of communication". (to Goldman Sachs ? who else?) I know what that means since the time i was long in Ascend... from $50 to the teens in a few months, FOR THE VERY SAME REASON, but, mind you, with excellent credentials that warranted further investments. This is also the ultimate question I have on PMTC. - on the other hand i would not be very impressed by technology alone. I see on this thread concerns about their sales force, windchill and the business model. At the time I was in the CAD/CAM business there was no internet so I can't really tell the difference. Obviously EDM is the fast growing chunk of MCAD and as i remember from a gartner's research note it still (2 years ago) needed to get recognition in large enterprise environments. So wc may be critical; how are others faring, e.g. dassault, etc. - 2 years ago PMTC went through a decline of a magnitude that is comparable to the present one. Perhaps it was due to over-exposure to the far east markets ? If so the company proved they had the resources and the will to deal with extreme conditions. Is it the same company NOW ? That would again be a good reason to buy in at these prices. Thanks again.