Mr. L. Stephen Wolfe

Chief Executive Officer, CAD/CAM Publishing, Inc.

GLG News by Mr. L. Stephen Wolfe, Chief Executive Officer

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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What happens to Dassault Systèmes’ sales surge after the IBM glow is gone?

October 28, 2010

Analysis of:Dassault Systèmes Reports Strong Third Quarter Results | www.businesswire.com

Dassault Systèmes reported another eye-popping year-to-year revenue increase of 38 percent in the third quarter of 2010. Profits soared 44 percent to €55.4 million euros on revenue of €403.6 million euros. But as we observed three months ago, much of that increase was generated by Dassault Systèmes’ purchase of IBM’s PLM sales organization.

PTC’s upturn continues

October 27, 2010

Analysis of:PTC Announces Q4 Results, Initiates FY’11 Targets and Q1 Guidance | www.businesswire.com

PTC's financial prospects are improving, but is the stock a good value?

Autodesk's lack of PLM software hasn't hurt sales or profits.

August 13, 2010

Analysis of:Autodesk Reports 14 Percent Year over Year Revenue Growth | www.businesswire.com

Autodesk’s revenues in the most recent quarter rebounded more sharply than its peers in the engineering-software business who depend more on product lifecycle management (PLM) system sales.

Forecasting Ansys’ growth

August 6, 2010

Analysis of:ANSYS, Inc. Reports Continued Growth Momentum in Second Quarter 2010 | www.businesswire.com

Ansys revenue growth compares favorably with its peers. But is it enough to justify its current share price?

Dassault Systèmes revenue growth is less than meets the eye

July 29, 2010

Analysis of:Dassault Systèmes Reports Second Quarter Results with Strong EPS Growth | www.businesswire.com

Dassault Systèmes reported a 24 percent rise in revenue (in euros) for the quarter ended June 30, 2010 and a 90 percent increase in net income. However, this seemingly stellar performance was not the result of robust new demand for Dassault Systèmes engineering-software products.

PTC revenues portend engineering software upturn

July 28, 2010

Analysis of:PTC Announces Q3 Results, Initiates Q4 Guidance and Maintains FY’10 Targets | www.businesswire.com

PTC’s new license revenues soared 36 percent compared with the like quarter a year ago. License revenues are a harbinger of better times, because in the software business, consulting and annual maintenance are almost sure to follow.

Was Autodesk a bubble stock?

November 18, 2009

Analysis of:Autodesk Increases Profitability in Third Quarter Fiscal 2010 | www.businesswire.com

Today Autodesk became the last of the large publicly traded engineering software companies to announce its earnings. Whereas Autodesk had been a sales and profit leader during the run-up to the financial bubble that burst in 2008, its sales have fallen faster than its peers in the past 12 months. What's going on?

Ansys results stronger than other engineering software vendors but risks remain

November 5, 2009

Analysis of:ANSYS, Inc. Reports Solid Revenue Results with Strong Margins and Non-GAAP EPS Outperformance for the Third Quarter 2009 | www.businesswire.com

Revenues and profits at Ansys, Inc. increased year-to-year in the third quarter, a better showing than the larger and more integrated engineering software companies such as Dassault Systèmes and Parametric Technology. So why is management hoarding cash?

IBM and Dassault Systems plan an amiable separation

October 28, 2009

Analysis of:"Dassault Systemes and IBM Announce Intent to Integrate IBM PLM Sales Operation into DS" | www.3ds.com

Late on the evening of October 26, IBM announced its intention to sell its "IBM sales and client support operations encompassing DS's Product Lifecycle Management (PLM) software … customer contracts and related assets" to Dassault Systèmes .

How much will Relex drive PTC sales growth?

June 15, 2009

Analysis of:PTC Expands Product Analytics Strategy with Acquisition of Relex Software Corporation | finance.yahoo.com

PTC is attempting to grow in part by acquiring small software companies. PTC's has not gotten as much value as it might have from past acquisitions. There is no reason to believe the Relex Software acquisition will be handled better.

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