Market analyst Datamonitor figures Infor might buy up PTC this year, because (1) the PTC share price has fallen 55% from its peak, making the company relatively cheap; and (2) Infor needs a PLM offering to better compete against SAP and Oracle. The problem, Datamonitor admits, is what to do with PTC's CAD business. One concept is to sell it off to Infor's owner, Golden Gate Capital, who would help fund Infor's purchase of PTC. Problem is, WindChill works well with Pro/E, and splitting the two make little sense. Infor's revenues are "just" $2.2 billion; PTC's price tag is around... Read more →
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