More PLM Results…

Dassault Systemes reported their 08Q1 results early this morning and essentially met expectations.  And like their previous quarter, PTC’s results, and Autodesk’s results… Americas continues to be the weak spot.  All have reported negative growth or have been treading water there.  What is more interesting is that Enovia showed weakness as well.  Q2 will tell [...]

My Shrinking Microsoft Footprint…

Got to thinking on my drive in today about how varied my apps/tech usage is getting.  Pre-2008, my world was primarily MSFT based… Office for Apps, Windows Media, mp3 player (no iPod), Communicator for IM… In 2008, look at the changes… have been won over by my iPod, Twitter/Twihrl for  communicating with  colleagues instead of [...]

PLM Results Starting to Come In…

Yesterday PTC reported their calendar Q108 financial results and it was a mixed bag… Pro/E revenue struggles, but Windchill fared well. EMEA and AP were up, but Americas suffered. The Americas results follow what seems like every software vendor is facing… major pullbacks either in backing out of deals, or reducing the size [...]

3 Dots… and an earthquake…

Earthquake?  In the Midwest?  That’s right, our family was greeted with some tremors from a 5.4 earthquake that hit ~200 miles away… We all woke up wondering what could make our house shake like it was… lamps, shades, anything not nailed down was shaking…  It was over in about 20 seconds and I commented  that [...]

Is the “Rock” music genre dead?

I was recently checking out Buzznet (social site on the music industry) and noted the lack of what I would call “Rock” bands.  This dawned on me when I was looking at the “Metal” section and it was dominated by bands whose names would possibly scare even the hardiest souls out there (Napalm Death, Black [...]

Are Analysts Stepping up to the Plate?

I work with Industry Analysts quite a bit and while I completely recognize their value, sometimes think they are too soft in their analysis… Perhaps this is the price of their business.  Recently though I’ve seen AMR Research take what I think is a step forward… They put out a piece bi-weekly called “Chain Reaction”.  [...]