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To: JMD who wrote (3883)7/2/1998 3:48:00 PM
From: Diogeron  Respond to of 10852
 
Ditto. I picked up more at 25 a few weeks ago. What happened to all those guys who popped up on the thread with doomsday scenarios? Doomsday still may occur but not for the reasons articulated by those guys.



To: JMD who wrote (3883)7/2/1998 5:55:00 PM
From: dougjn  Read Replies (1) | Respond to of 10852
 
OT**** WCII interests me as well. I haven't studied it in great detail. I wish I could find a "Readware" on that issue. It seems to me the whole deal is guestimating what it will be earning in five years, not how much it will loose next year.

My gut tells me it is overvalued here. Something will come along to knock its stock for a loop. Then I'd be real interested.

However, I still don't feel well enough prepared to buy even with a big hit in price. Some good creditable earnings or cash flow estimates 3-5 years out is what me needs. Any sources?

Best wishes, Doug

PS -- I think PMTC is a steal at this stage. This one won't stay down for too long. It clearly leads its market. CAD software. Just had some product introduction and transition issues, with a bit of Asia (Japan) thrown in. Japan may not get lots better soon, but the transition issues are likely to. Its a steal here, IMHO.

You need more enterprise software anyway, no? Buy the good ones after they get (temporarily) killed. That's my motto. <gg>