During last week's PTC quarterly conference call, Greg Dunham of Deutsche Bank asked, "If [the PLM software of] some of your competition became more CAD-agnostic, would that make it a little harder for you to win the kind of [Windchill] business that you're winning?"
Executive vp James Heppelmann answered on behalf of PTC:
I think Dassault doesn't even understand what the phrase "CAD agnostic" means. That is so far from their DNA that even if they said they were going to be CAD-agnostic I'm not sure they would know what they are saying.
They are so homogeneous, closed minded, closed in their thinking that they could never execute a strategy like that -- even if they tried. So, I think there is zero threat from the idea that Dassault is going to be CAD-agnostic out there.
He was kinder towards his other competitor: "I'd say that Siemens to a certain degree is CAD-agnostic."
More coverage in next Monday's upFront.eZine.