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