CAE competence management: are we ready?

CAE competence management: are we ready?

There’s an apocryphal story in CAE: A number of years ago, an auto company decided to see how consistently CAE was applied across its organization. Management asked a number of individual analysts to solve the same problem using the same code. Lo and behold,...
Many signals positive as HEXA, NEMT and TRMB report

Many signals positive as HEXA, NEMT and TRMB report

We’ve recently heard from three of the main publicly traded players in infrastructure software and this week we start hearing from some of their main customers. It seems, therefore, like a good time to review what’s being said about the climate for...
Many signals positive as HEXA, NEMT and TRMB report

Cimatron shares tumble after earnings release

Cimatron is a funny little company whose shares are traded on both the NASDAQ in the US and the Tel Aviv Stock Exchange in Israel. Even so, not one investor asked a question during the earnings call, which meant it was over in minutes — but also means that we...
Public infrastructure: what happens if we don’t invest?

Public infrastructure: what happens if we don’t invest?

Last weekend a huge storm dumped as much as 3 feet of snow on New England. Many municipalities put in place driving bans, which kept people off the roads and sped up snow removal. But when we all hit the roads on Monday, the traffic jams highlighted the huge problems...
Many signals positive as HEXA, NEMT and TRMB report

Vero acquires SURFCAM

The CAM world grew one company smaller today, as Vero Software announced that it has acquired the SURFCAM assets from Surfware, Inc. According to Surfware, SURFCAM, a CNC programmer for 2, 3, 4, and 5 axis machining, has been installed on over 26,000 systems since the...
Many signals positive as HEXA, NEMT and TRMB report

Dassault Systèmes’ cautious outlook dampens good Q4

Earnings calls are interesting beasts: on the one hand, company executives have to speak to and perhaps justify the reported results. On the other, they need to spin everything as positively as possible to boost the stock price. Add in investors who may be...
SolidWorks World 2013: It’s a wrap!

SolidWorks World 2013: It’s a wrap!

Another SolidWorks World has come and gone — and it was a terrific event. A couple of things didn’t fit into the other blog posts (day 1 and day 2), so we’ll cover them here. The day 3 keynote presentations can be found here. The SolidWorks 2014...
A bit OT: The power of community

A bit OT: The power of community

One of the best aspects of SolidWorks World every year is the sense of community one feels. It starts in the airport when a bunch of people pile onto the plane and start up conversations based on a backpack or shirt from a prior event. Keeps going on the flight as...