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发表于 2008-9-10 19:16:57
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来自： 中国浙江杭州
I've been checking out my bank account and nah, don't have the overdraft capacity to squeeze in a PTC acquisition. " d( ^& i, ?, _' f9 Q1 g8 i
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I have been reading other bloggers sites and I find it interesting that many seem to think the market cap of PTC is just based on its turnover. There is so much more to this depending on who is going to make a pitch as to what they will get out of picking through the bones, or running the company as it is.2 h+ h$ @! d+ c/ c
6 h/ I) t5 i0 T- [For Autodesk, a deal of this magnitude, if it goes wrong could sink the company (we are facing global recession at the minute) and PTC was, in fact, a fine warning as to what could happen when you buy big. However, there's a lot of things at PTC that could really boost the potential of Autodesk's MCAD division - automotive customers, technology, direct sales force.3 u, `) k: X* {- p: x) q
4 D w; }! Q+ H& I( aIf SAP are interested, has the PLM market really proved to be the big spinner that was originally projected? If they concentrate on data management will they spin off the CAD portion? In fact could two large firms, an SAP and an Autodesk pick over the bones and split the price? Autodesk isn't interested in PLM, so it says, maybe SAP isn't interested in CAD? Maybe IBM wants back in?2 \$ Q/ q" I- ?1 D1 s# X0 A
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Perhaps a big customer would want to play with it's CAD vendor but I doubt it very much.
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Maybe some investors will see that there's a way to buy it and grow it and make a profit but the buyout from EDS for UGS/SDRC just ladened the company with debt and was sold on to Siemens.
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% Z- t2 y s) xIt seems that the management team has decided to retire and cash out, having put the company back into the place where he left it last. It's going to be absolutely fascinating to see who is going to take a bite at it and get all that great technology and all those users. |
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发表于 2008-9-10 19:00:53
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