What is with the share price of US public CAD vendors? (chart credit: yahoo.com).
Here's Autodesk:
And here's PTC:
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Brics? Draftsight?
Companies like Autocad have followed the Microsoft model of very high prices and tight market control. That works in the US, but the market is now the whole world. The movement there will be to more open source stuff, more affordable stuff.
Posted by: wally | Aug 24, 2011 at 06:20 AM
I agree with Wally. Same like Microsoft, there are also more players on the market now, and more coming and so competition grows.
Posted by: John B.L. | Nov 14, 2011 at 09:24 PM
How about a follow up showing the data from the last 6 weeks? (Oct 3 to Nov 15) PMTC shows an increase from 14.52 to 21.27, ADSK from 25.45 to 34.04... Guess the sky isn't falling after all? ;)
Posted by: Greg Brown | Nov 15, 2011 at 05:29 PM