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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
autodesk
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
CAD / PLM Shuffles
There have been several changes in the CAD / PLM market in the last year, with UGS being purchased by Siemens for $3.5 Billion, and with Dassault reducing its dependence on IBM Global Services. Both moves are surprising, since I don’t at all, see any synergy between Siemens and UGS, and the IBM-Dassault partnership was
Steve Jobs Could NOT Care Less. He Should.
How can Apple gain market share in the enterprise?
3D PDF: Analysis
Adobe has recently announced Acrobat 3D. What are the implications?
Microsoft’s two should-be M&A considerations
Microsoft has stagnated, much to the chagrin of its investors. The powerful vision of the eighties and nineties – of putting a PC on every desktop – no longer seems like a big, hairy, audacious goal. Instead, they are looking for greener pastures – mobile handhelds, digital homes, internet telephony – so forth and so
