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Technology Stocks : Dassault Systems / SolidWorks (DASTY) -- Ignore unavailable to you. Want to Upgrade?

To: Herring who wrote (2)7/18/1998 9:24:00 AM
From: William B. Kohn  Read Replies (1) | Respond to of 35
I am biased, being a reseller of SW but did you notice that while Audtodesk, SDRC, and Parametric Technology are getting hammered in the market, DASTY is going strong. I did a ninety day chart on the above stocks and the results are interesting.

Normally the market is not stupid, hence when everyone else is tanking in a market segment and one stock is going through the roof something must be up.

I believe that SolidWorks is a reason that PMTC and SDRC did not make their North American numbers. I believe that SolidWorks represents about $22 Million in sales for Dasty this quarter and that this number will continue to increase. I would expect $25 Million next quarter and $29Million two quarters out.

The marketplace for MCAD has been shaken up by SolidWorks. UGS is still at least six months behind. Autodesk can not write code fast enough and will continue to slip. Parametric will not (I believe) fund their mid-range acquired product sufficiently to offset SW and SDRC is in a dreamworld believing their interface is superior to Bill Gates Windows metaphor.

In addition the next quarter should begin to see the effect of the rewritten CATIA product on the marketplace. DASTY is ahead of every major CAD vendor at this point, both in the high end and in the mid-range.

If they can mount a challenge to SDRC in the PDM space is questionable but at least they can rely on the US IBM salesforce to help here.

SolidWorks is a winner and will rapidly become a major revenue engine for DASTY.

Now what would happen to DASTY if they did to SolidWorks what EDS did to Unigraphics? This may explain the price multiple.

To: Herring who wrote (2)11/15/1998 9:38:00 AM
From: William B. Kohn  Respond to of 35
Without bias, the market is treating this stock worse than the other CAD stocks over the past number of sessions! FYI.