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Strategies & Market Trends
PMTC A company destined to fall!
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
21 1 0 PTC
Emcee:  William B. Kohn Type:  Unmoderated
Introduction Market Data Compact
PMTC has done extremely well over the past eight or so years. Its technology lead in their primary MCAD markets was very large, they developed an extremely aggressive salesforce and become a dominant leader. Along the way many would say they left the road cluttered with bodies they hacked and enemies everywhere.

Now there is a lethal force of next generation products which are cheaper and drastically easier to use the their flagship Pro/ENGINEER product. And they are also finding out that these products ( 20% of the cost - 95%+ of the required functionality can win on their own). Now its PTC who has the old code not companies like SolidWorks and Intergraph.

These companies will eat into both Autodesk's and PTC's client base and limit their growth. PTC is more vulnerable and hence will fall the hardest, besides Autodesk has already had its fall and its rise will only be stalled because of these new competitors.
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21 William, Looks like you made an excellent observation about PMTC. I don'tDale J.-10/25/1998
20 I dont like ptc much, and never did. I really agree with the leaving the bodieJames Wesley Ketner-7/21/1998
19 Just got back from vacation and can't comment for a few days. My general opWilliam B. Kohn-7/13/1998
18 Horseshitpointman-7/6/1998
17 William, i was just curious about Pmtc's fall last week and came acrojimmy-7/6/1998
16 Sorry. This is a test message - please ignore it.Yaakov Shlafman-11/1/1997
15 William- As a long-time lurker on the PMTC threads, I simply want to thank yLiatris Spicata-6/26/1997
14 The bottom line to any PMTC stock holder is stock price/company valuation. It aKeith Hill-6/6/1997
13 PDM will not save the day for anybody in this market. Their are too many 3rd pWilliam B. Kohn-6/6/1997
12 If the big three can gain a competitive advantage with another design software,Ken-6/6/1997
11 I believe the big 3 have all committed to their primary cad systems for the immBarr-6/5/1997
10 Please stop trying to make this personal. I am posting my opinions and not tryWilliam B. Kohn-6/4/1997
9 Break out your kleenex now !I'll put money on your tears !! PTC is no fly-SEAL#6-6/4/1997
8 I would have to agree that PMTC has already seen their best years and the next Keith Hill-6/4/1997
7 I sold Pro/ENGINEER for seven years as a reseller, I have resold AutoCAD for teWilliam B. Kohn-6/4/1997
6 I wish I could make money shorting your opinion about PMTC. In a way, PMTC is tKen-6/4/1997
5 While I'm not as brash as you, your attitude is deserving for someone long William B. Kohn-6/3/1997
4 Hello Is anybody home ???? You've got to be kidding me ???? Bill, PTC has SEAL#6-6/3/1997
3 No short position for me. I don't invest in the industry I work in. My busWilliam B. Kohn-5/27/1997
2 If you are trying to justify your short positon, I think you are a little slow JEdward-5/27/1997
1 I agree with you 100% PMTC has been burying the competition for better than theKeith Hill-5/27/1997
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