Schnitger Corporation

Strategic Discovery — Market Insight

Autodesk sees tough times ahead

Autodesk reported good results for the quarter ended October 31, 2008 but spoke ofuncertainty ahead. Since the earnings release happened at the same time as the AutodeskManufacturing group’s industry analyst event described below, I was unable to participate inthe...

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Digital prototyping, Autodesk style

Autodesk’s Manufacturing group, headed by Buzz Kross, hosted an industry analyst day inLake Oswego, Oregon this week. Kross and his staff presented Autodesk’s “democratizing”vision for the manufacturing space, tying together industrial design, engineering,...

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Webinars 101

I get to/choose to attend lots of webinars, seminars hosted on-line to demonstrate technology, inform participants of new releases or teach attendees about a particular subject. Webinars are invariably interesting, but some organizations are FAR better than others at...

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The rest of the story: ANSYS post-conference call

ANSYS held an unusually-long Q3 conference call, as a lot of Wall Street types who wereunfamiliar with the company tuned in for the first time since ANSYS joined several newindices. The company took questions for close to an hour, following the typical presentationby...

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MSC beats expectations

MSC Software posted good results today, with total revenue up 11% from last year to $63.7million. Revenue from large deals was up significantly, as both the size of the average largedeal and the number of large deals increased markedly. MSC reports that a year ago...

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Uh-oh: Autodesk warns for Q3

Autodesk this morning issued a terse press release saying that preliminary results showthat revenue will be in the range of $604 million to $607 million -- far below the earlierforecast of $630 million.The press release contains the following from Carl Bass, CEO:...

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PTC not for sale?

On today's earnings call, PTC CEO Dick Harrison was asked to comment on thewidely-circulated rumor that PTC was for sale. Replied Harrison, "We're not shopping thecompany." So there.

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Earnings: so far, so good

Here we go! The PLM earnings season starts today: so far, 2 of 2 companies have reportedsolid calendar Q3 results but see rocky times ahead. Quick hits:- MSC did not announce earnings (that's next Tuesday) but did file a series of forms with theSEC about changes in...

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