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Strategic Discovery — Market Research & Insight

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...

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Solidworks, Dassault Systèmes and PTC — Oh my!

It’s been an interesting week. Like you, dozens of emails and press releases cross my desk every day, some of which are far more relevant and interesting than others. Of interest: Bernard Charlés appeared for the first time ever at a SolidWorks-sponsored event – and...

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How often is too often?

The length of release cycles continues to be a point of contention between developers and users of engineering technology. On the one hand, developers want to get new releases out there to bring in revenue, deal with competitive issues and fix customer bugs. But users...

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Is PTC hanging out the “For Sale” sign?

The Financial Times of London reported on Saturday that PTC has approached GoldmanSachs about selling itself for something on the order of $2 billion. FT cites "people withknowledge of the process" but was unable to get PTC to comment. The article says...

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What, exactly, is a seat?

A few weeks ago I pointed out that most public companies put information into their earningsreleases that leads to ... shall we say, less than clarity?Autodesk is a champion at providing reams of information that turn out to be not so useful. Inits fiscal second...

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Cool stuff in Pittsburgh

ANSYS held its bi-annual user event in Pittsburgh last week - Pittsburgh in late August? -forroughly 800 customers, staff and investors from 30 countries. Quick take: ANSYScustomers do cool stuff, use cool tools and are excited about the possibilities the nextproduct...

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Autodesk’s streak continues

Autodesk handily beat market expectations for the second fiscal quarter of 2009, reportingtotal revenue of $620 million, up 18% over last year and ahead its own earlier forecast.Excluding foreign exchange effects, total revenue was up 10%. Moldlfow contributed...

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ANSYS glitters — again

ANSYS once again announced results that beat expectations – for something like the 50thtime in a row. ANSYS reported Q2 2008 revenue of $111 million, up 21% from a year ago(and not including any contribution from Ansoft, which closed after the quarter ended). On...

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MSC Software reports a mixed bag for Q2 2008

On August 5, 2008, MSC Software reported revenue of $64.4 million, up 6% due primarily togrowth in the maintenance revenue stream, with a quarterly profit that topped Wall Streetexpectations by a penny – yet the share price declined 20 cents. Clearly, investors...

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Hip like me!

Never let it be said that I am not cool. I have a Nintendo Wii -- and now an avatar, courtesy of where you can get one too. More serious stuff coming after vacation. Lots of earnings, Autodesk acquires more companies -- and announces how...

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Autodesk gives first look at Plassotech integration

You may remember that Autodesk expanded its footprint into CAE with the acquisition of Plassotech just about a year ago. At the time, Plassotech had a small but devoted following; many thought its CAE solutions were on par with more established, extensive offerings...

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PTC continues to roll

PTC announced earnings after the market closed on July 22, reporting revenue of $273 million for the fiscal third quarter of 2008, ahead of expectations – and up 21%,over last FQ3 due in no small part to the contribution of CoCreate. A couple of interesting tidbits...

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Strategic discovery?

A couple of people have asked about the tagline, Strategic Discovery. Yes, it sounds legal (discovery is the process by which each side in a suit learns what the other side knows). But it also means that the research I do is used to make long-term and far-reaching...

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Coffee and usability

I'll admit it: I go to Starbucks. Last year, in an effort to figure out why coffee sales were slumping, Starbucks asked non-customers what it would take to get them to buy Starbucks coffee and learned that these folks required a milder, less acidic blend. Enter...

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And the big get bigger

What did I write last week about the opportunity in PLM for small companies to innovate -- and ultimately be gobbled up by a giant? Dassault Systemes announced yesterday that it was buying Engineous Software, a "market leader in process automation, integration and...

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