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

To: Ram Seetharaman who wrote (3546)	7/24/2000 11:19:16 PM
From: Bob Howarth	Respond to of 3646

Ram. Dessault did get that giant Airbus 50M+ contract announced last week (reported in London FT), and I bet a quarter that plane NEVER leaves the ground. Its just another European boon-doggle to create jobs in EU. Hard to believe PTC wasted all that time and effort trying to convince the French not to give the contract to a French company. PTC needs to focus WC on the REAL world. I am hoping they radically reduce their cost basis like ORCL did and get their business model on the WEB, not on the XEROX sales force model. For 10 bucks its worth a shot.

To: Ram Seetharaman who wrote (3546)	7/25/2000 12:44:42 AM
From: Hepps	Read Replies (1) \| Respond to of 3646

Why is this stock such a great deal at 10, when there were days a couple months ago that you couldn't sell it for 8? What has fundamentally changed? I like the company, but until I see real performance, this is one for trading, not for sitting on.

To: Ram Seetharaman who wrote (3546)	7/28/2000 11:20:16 AM
From: James F. Hopkins	Read Replies (1) \| Respond to of 3646

I don't buy anything in a down market, I play momentum in UP markets only "after a correction". At that point I ( "leg in " selling covered calls after I buy. The premium on the calls is where the real profit is. As time eats up the value of the calls at the next correction I buy back the calls and dump the stock. I short but not often, however I learned my lesson about not bottom fishing in a down market several years back. Liquidity runs the market more than earnings. --------- Trading Rule #1 don't bottom fish in a negative market. You may win one or two but in the long haul you'll lose on something big time that will more than take back the profit of the ones you win on. You need a positive market to bottom fish in. It's like going fishing for fish in a storm,,tahts no good unless you like getting killed. Jim