A Dassault insider says PTC is being one-sided in its triumphalism over its win in the EADS PHENIX initiative. He tells me:
- PHENIX had two components, (1) authoring tools and (2) PDM. EADS chose Dassault for CATIA, DELMIA and SIMULIA.
- This is a corporate initiative at the EADS level. Airbus has committed to CATIA, DELMIA, ENOVIA VPM, and SIMULIA for their on-going major programs, A400M, A380, and A350. There are no new airframe programs on the drawing board.
Large aerospace companies choose tools by program (and usually pay for them by program). The ROI to change tools on existing programs is just not there. PTC may see some revenue from this, but it will be a while in coming. This is particularly true given the financial issues at EADS cited in a recent NY Times article.
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