Re: [CANSLIM] MDII


From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] MDII
Date: Mon, 18 Mar 2002 19:57:16 -0500

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Trouble is, virtual prototyping is only a part of their business, whereas it
is all MDII does.

And, of course, there is the aspect of shares outstanding as well. MDII
traded 58X ADV today.

Tom Worley
stkguru@bellsouth.net
AIM: TexWorley
- ----- Original Message -----
From: "Bill Triffet" <btriffet@earthlink.net>
To: <canslim@lists.xmission.com>
Sent: Monday, March 18, 2002 11:47 AM
Subject: Re: [CANSLIM] MDII


I would add to this EDS. They have several highend cadcam solutions for
development through analysis & manufacturrring. Those include:
Unigraphics - a product I use every day.
http://www.eds.com/products/plm/unigraphics/  Also,
Femap - http://www.eds.com/products/plm/femap/
E Factory - http://www.eds.com/products/plm/efactory/

They also own the license rights to the Parasolid kernel. The core for of
the latest modeling systems out there.
In addition there is also believe it or not IBM. They own Dassault Systems -
the makers of Catia, the main competitor to UG.

There are a few others but these are the big two leading the way.

- -Bill

- ----- Original Message -----
From: "Katherine Malm" <kmalm@earthlink.net>
To: <canslim@lists.xmission.com>
Sent: Monday, March 18, 2002 6:15 AM
Subject: Re: [CANSLIM] MDII


I know MDII has specific add-ins for product development, so don't think
there'll be a lot of players with exactly the same capabilities.

Hope this is what you're looking for--direct competitors for MDII are
italicized.

The CAD/CAM Stock List

ADSK ANSS AVNT CDN DASTY EGPT ESCC INGR MAPS MENT MDII MNS NGRU PMTC SNPS
SSYS WIND



Katherine





  ----- Original Message -----
  From: Tom Worley
  To: canslim@lists.xmission.com
  Sent: Monday, March 18, 2002 7:46 AM
  Subject: [CANSLIM] MDII


  For anyone that may have joined me in this micro cap last April, they just
  announced a cash buyout at $18.85 by MSC Software. This is a very high
  valuation, and may spark interest in other virtual prototyping stocks.

  I am just happy with nearly a 100% gain in 11 months, but will be checking
  others in the industry as well. The only other one I had is SSYS, which is
  actually in a different industry.

  Katherine, if you get a chance, maybe you could come up with a list of
  virtual prototyping stocks, regardless of industry classification?

  Tom Worley
  stkguru@bellsouth.net
  AIM: TexWorley



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