MCAD/MCAE Industry View – A May 2010 Update

"For Q2 2010 we are initiating guidance of $235 to $245 million in revenue," Moses added. "We are expecting approximately 30% year-over-year growth in our license revenue in Q2 2010 and 7% year-over-year growth in total revenue." The Q2 2010 GAAP EPS target is $0.02 - $0.07. The Q2 2010 guidance assumes a GAAP tax rate of 15% and 120 million diluted shares outstanding”.

G4 MCAD Vendor Stock Performances

Table 3 below reveals that the combined total stock price of the G4 only advanced a very modest 4.8% over the course of calendar Q1 2010, a growth figure that was still slightly outpaced by the 5.7% rise of the NASDAQ Composite index over the same period. Nevertheless, at 4.8% the G4 total did outperform the 4.1% growth of the more lethargic DJI during Q1 2010.

Both Autodesk and PTC stocks individually outpaced the NASDAQ's Q1 2010 percentage rise by wider margins than the G4 sum, but neither ANSYS nor Dassault Systemes kept up with even the NASDAQ's modest 5.7% rise in calendar Q1 2010.

However, the combined total stock price of the G4 leapt an impressive 65.3% (from 90.64 to 149.81) year to year, and that rise was more than enough to eclipse the NASDAQ's remarkable percentage growth over the same 12 months of 58.0%, and the G4 easily outpaced the DJI which itself grew by +42.7%!

Indeed, both ANSYS and PTC stocks outdid the NASDAQ's percentage growth year-over-year, and both Autodesk and Dassault Systemes' stock prices grew nearly 50% each (as did ESI's!).

**Note: ESI Group is traded on the NYSE Euronext Paris Exchange, classified as a small cap stock. Its stock prices have not been summed in the TOTAL line in Table 3 above, to maintain the practice employed in previous MCAD Commentaries.

Current vs. Recent Stock Prices & Market Caps:

For the record, Table 4 contains a snapshot of mid-May 2010 stock prices of the G5 MCAD/MCAE vendors, along with their respective Market Caps, compared to late February 2010.

Prices & Mkt Caps in US$ except ESI GROUP in €

* Initial Date for ESI data was March 02, 2010


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About the Author of this May 2010 MCAD/PLM/MCAE Commentary:

Since 1996, Dr. Russ Henke has been president of HENKE ASSOCIATES, a San Francisco Bay Area high-tech business & management consulting firm. The number of client companies for Henke Associates now numbers more than forty. During his corporate career, Henke operated companies sequentially on "both sides" of MCAE/MCAD and EDA, as a user and as a vendor. He's a veteran corporate executive from Cincinnati Milacron, SDRC, Schlumberger Applicon, Gould Electronics, ATP, and Mentor Graphics. Henke is a Fellow of the Society of Manufacturing Engineers (SME) and served on the SME International Board of Directors. He is also a member of the IEEE and a Life Fellow of ASME International. In April 2006, Dr. Henke received the 2006 Lifetime Achievement Award from the CAD Society, presented by CAD Society president Jeff Rowe at COFES2006 in Scottsdale, AZ. In February 2007, Henke became affiliated with Cyon Research's select group of experts on business and technology issues as a Senior Analyst. This Cyon Research connection aids and supplements Henke's ongoing, independent consulting practice (HENKE ASSOCIATES). Dr. Henke is also a contributing editor of the EDACafé EDA Weekly.

To obtain details of the brand new "2010 Business Planning Tool Kit Promotion" from HENKE ASSOCIATES, please click on the URL below and scroll to the last entry on that page:

Since May 2003 HENKE ASSOCIATES has now published a total of eighty-nine (89) independent COMMENTARY articles on MCAD, PLM, EDA and Electronics IP on IBSystems' MCADCafé and EDACafé. Further information on HENKE ASSOCIATES, and URL's for past Commentaries, are available at March 31, 2010 marked the 14th Anniversary of the founding of HENKE ASSOCIATES.

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