Schnitger Corporation

Strategic Discovery — Market Insight

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.

read more

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...

read more

PLM vs the unions — maybe

There is absolutely nothing I can add to the reams of information and speculation publishedabout the "demise" of the US automobile industry. But an excellent article in the Wall StreetJournal simply cries out for PLMish commentary. The piece, How Detroit Drove Into a...

read more

Siemens Exiderdome meets Boston harbor — Brrr

I spent much of the last two days with Siemens Energy and Automation -- part of theSiemens division that now houses Siemens PLM. Siemens brought its exiderdome toBoston for the week, inviting customers, prospects and analysts to tour what is, in essence,a barge full...

read more

Primavera

On October 8, 2008, Oracle announced it was acquiring Primavera Software, the developer ofthe eponymous Primavera project management application as well as other solutions relatedto managing contracts and disputes, billing and sourcing. The deal is expected to close...

read more

DASTY to DSY

Sorry about that. Yes, you still can follow Dassault Systèmes shares as they trade on theParis Euronext exchange. Each tracking system will have a slightly different syntax, but thesymbol will be some variant on Paris:DSY. For example, DS' symbol on Euronext inGoogle...

read more

From the Nasdaq to Paris

If, like me, you have a little stock chart on your browser screen, you'll notice a lot of zeroesnext to the DASTY symbol. No reason to panic. Dassault Systèmes (DS) stopped trading onthe Nasdaq as of today, October 16, 2008. That's not a surprise: the company...

read more

CAE bottlenecks are moving

I've recently been focusing on CAE: who is using cutting-edge tools, why, where they seeimprovements, where they still have issues. One theme that keeps coming up is that thebottlenecks are no longer where they used to be. As compute power increases to the pointwhere...

read more

Solid shipbuilding

Say you want to build a yacht and, since you're a competitive person, you want to be able togloat at Larry Ellison the next time you run into him in Cannes. That means your yachtneeds to be bigger and better than his -- or, according to Wikipedia, have at least 82...

read more

PLM stocks battered on Wall Street — why?

So everyone knows that the US Congress on Monday failed to vote to pass a $700 billion billto bail out the financial markets. Whether you're for or against the bill is irrelevant; its failureto pass cost investors $1.1 trillion. Almost twice what the bill would have...

read more