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Technology Stocks : SDRC - Structural Dynamics Research Corp. -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Rush who wrote (833)	8/7/1998 6:04:00 AM
From: William B. Kohn	Read Replies (1) \| Respond to of 946

As counterpoint: Today PTC dropped PT/Modeller and is rebundling and dramatically lowering their CAD prices in the US. PT/Modelller didn't sell! Artisan doesn't sell. The US CAD salesforce is a mess. People are leaving. They are losing to the new mid-range market. Soon they will adjust Master Series pricing down, especially since both CATIA and PTC have done so. Add to increased PDM competition, and increased PDM competition from monied players and a weak lead in PDM sales may be in doubt. Nice little rebound from the $12 level. I would not hold out for an upside breakout until this company finally shows they understand the markets they compete in! Bill Kohn