To: marquis103 who wrote (1245 ) 6/22/2000 10:47:00 PM From: If only I'd held Read Replies (1) | Respond to of 3326
By the way Russ...Re: PMTC...That's the reason the stock is trading where it is. If revenues were up, the stock would probably be 50 bucks a share. I copied for you... "Results reflect lower license revenue due to difficulties in transitioning from one product Co. to multi-product Co.; and increased R&D, sales/marketing, and service revenue costs." Read that closely...they are expanding, and spending money on R&D. And they are sufferring growing pains....yet the stock has been punished. I see it as a buying opportunity in a pretty solid company myself. Growth has been relatively flat for the past 3 years...yahoo.marketguide.com Hence, the need to expand their product offerings. Their latest releases...biz.yahoo.com biz.yahoo.com It's upgrade time. It's not like they are just sitting on their asses and collecting paychecks...]biz.yahoo.com Hey...it's been a tough year...finance.yahoo.com But...what about the next couple years...finance.yahoo.com They have been knocked back 5 years....in their stock price. Is it justified?? probably, since they haven't done much in the way of growth the past few years anyway...but perhaps you should look at some of the companies that rely on their products.. Windchill customers include industry leading companies like Airbus, Boeing, EMC, Lamborghini, Lockheed Martin, Lucent Technologies, Marconi, Siemens and the United States Army. This rapid adoption by world-class manufacturers demonstrates the need for collaborative product commerce. Add Nike now too.. I feel OK having some of my money in it. Besides, It's actually trending up from it's lows. Might not seem like it because it doesn't go up 20-30 points per day like some other companies, but at least this one has revenues. And the new product lines should get revenues back on track. 15...then 20...fingers crossed. I'm not one to wait for the analysts to tell me it's safe to go back in the water.