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


To: Box-By-The-Riviera™ who wrote (3611)12/28/2000 6:35:27 AM
From: William B. Kohn  Read Replies (1) | Respond to of 3646
 
Frankly this equities recent price action is very surprising to me. Fundementally, the company has yet to prove it has turned the MCAD tide, in the past quarter it has lost a premier account like CAT in the PDM space, proving problems exist for the Windchill product, and yet this company is doing better in the market than the companies it competes with.

My feeling is that this is a may be an area where bubble economics still has a way to go. I cannot see any rational reason for the upside move, but I am getting older and perhaps my vision is deteriorating.