Every three months, PTC tells financial analysts about its Domino Theory: the company plants some software in a corner at a large corporation, who finds it invaluable, who adopts it company-wide, and finally who forces it on its suppliers for compatibility. As dominos fall, PTC posits, revenues rise. During last week's conference call, Dassault Systemes ceo Bernard Charles laughed at PTC's Domino Theory: Some of you track who track the competitive landscape might remember the famous domino effect claimed by one of the competitor. They were saying that the domino effect was going to be negative for Dassault Systemes. We... Read more →
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