Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jerry Rush who wrote (904)	4/14/1999 6:17:00 AM
From: William B. Kohn	Respond to of 946

As you are keenly aware I have often made critical remarks about this company. Many of you pointed out that the future was PDM and were willing to dismiss my remarks about poorer than expected results from the CAD portion of the business. Now, even I, must admit that the PDM future indeed looks bright. Asia may be over its slump, and Metaphase seems to still have the market to itself, with only limited competition from other main-line CAD/CAM players. There really are concerns out there, but for now you guys may have clear skies and be primed for take off. It very much depends on how the market reacts after April 15. Many technical people see a very steep drop occurring then, and if this occurrs SDRC will probably be caught up in the down draft. Best of luck to Jerry and you all. Bill

To: Jerry Rush who wrote (904)	4/15/1999 3:15:00 PM
From: neko	Read Replies (2) \| Respond to of 946

I agree with William that if the market fundamentals begin to deteriorate then we may not see $20, however, in a week market with only 2 working days before earnings, I'm encouraged. I've done my research and believe SDRC will make they numbers due to a strong quarter in Asia. I believe north America will be flat in licensing with good growth in PDM. I have a feeling they can beat the market buy a least a penny. SDRC has had a good chart for the last 2 months and I believe we are in place for a breakout. neko