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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
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Autodesk is my CAD Play
In 2005 Autodesk was expanding 3D presence via acquisitions like Alias, leaving competition like Adobe in the dust. The story hasn’t changed as far as 3D is concerned. The fact remains, a large part of the design world (mechanical, architectural, construction, animation, etc.) still designs in 2D, and Autodesk is one of the prime beneficiaries
Taking Stock
Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale
Enterprise 3.0 = (SaaS + EE + SME + TWS)
So the variable I talked about adding to the Enterprise 3.0 formula is Small Medium Enterprise (SME). Why is SME important? You’ve heard me say this before. But let me reiterate. For one thing, there are 25 Million of them, with an enormous spending power. To give you an example of a software company that
Concur’s SME Opportunity
I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good
Microsoft’s Growth Strategy Revisited
On April 10, 2005, almost immediately after I started this blog, I had written a piece called Microsoft’s Two Should-Be Acquisition Candidates, from the point of view of addressing the growth trends in the SME markets. The two candidates were: Autodesk (ADSK) and PayChex (PAYX). I have to pay close attention to Microsoft, since my
Future of CAD and PLM: Part 2
In Future of CAD and PLM : Part 1, I mainly discussed the enterprise software workflow and trends around which the reshuffling of the industry will happen, and I said that Autodesk is by far the best positioned to reap the benefits of this shuffle. In this piece, I want to discuss Hardware and OS.
Future of CAD and PLM: Part 1
I wrote a number of articles about the CAD / PLM industry over the last few weeks, especially bringing them in the context of the Extended Enterprise trend. In CAD PLM Shuffles and SaaS: PLM and The Extended Enterprise, I discussed some of the recent changes in the PLM landscape (UGS’ acquisition by Siemens, IBM’s
Design Collaboration in the Extended Enterprise?
Recently, I saw a comment from Carl Bass, CEO of Autodesk, that he intends to keep Autodesk focused on CAD and PDM (Product Data Management), and leave Enterprise PLM (Product Lifecycle Management) to the other players. This, for me, raises the question: Where does Design Collaboration sit in the enterprise workflow? In my recent Extended
