Schnitger Corporation

Strategic Discovery — Market Research & Insight

Happy Thanksgiving!

We have so much to be thankful for. There are the usual food, friends, family, and shelter -- never to be taken for granted. This year, we need to add the scientists, inventors, and manufacturers behind the COVID vaccines and treatments; the healthcare workers who...

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The last word? PTC+Rockwell=BFFs for … ever?

After yesterday's kerfuffle about an S-3 filing (where I interpreted intentions incorrectly here and tried to fix it all here), PTC and Rockwell came out with a statement that reads, in part ... Rockwell has made no announcement that it is "cutting financial ties with...

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AVEVA’s trading update says H1 revenue up 9% cc

AVEVA just issued another one of its periodic, very brief business updates, saying that AVEVA's revenue grew by approximately 9% in the first half of the financial year on a pro forma organic constant currency [cc] basis ... All of the Group's fee types grew, with a...

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Quickie: Changes afoot at Aras

PLM watchers: Aras just announced that founder and long-time CEO Peter Schroer has ceded day-to-day CEO duties to Roque Martin, but will retain his role on Aras' Board of Directors. Mr. Martin comes to Aras from PTC, where, says the release, "he was the general...

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6 on a Wednesday: Bentley buys more rail asset management, Hexagon completes Infor EAM deal, Velo3D trading as VLD, Dassault Systèmes partners with Synopsys, more on Emerson+AspenTech and SAP pre-announces

A quick roundup of just a bit of the recent PLMish news: Bentley continues to acquire, this time for rail asset management. A long time ago, I spent a few hours with a software developer that specialized in linear asset management, keeping track of the state of...

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Quickie: Emerson buying AspenTech? Not so fast!

Bloomberg last night published a note that said that Emerson Electric Co. is in talks over a combination with Aspen Technology Inc. to create an industrial software giant, according to people with knowledge of the matter. Emerson is discussing a deal to merge its...

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ESI sets the stage with a decent Q2

ESI reported results today for the quarter ended 30 June that were ... decent. As you may know, ESI is in the middle of a transformation from a company that was somewhat random in its execution and communication with customers and investors, to one that aims to be...

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Sandvik building CAM powerhouse by acquisition

Last year Sandvik acquired CGTech, makers of Vericut. I, like many people, thought “well, that’s interesting” and moved on. Then in July, Sandvik announced it was snapping up the holding company for Cimatron, GibbsCAM (both acquired by Battery Ventures from 3D...

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