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   Technology StocksDassault Systems / SolidWorks (DASTY)


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To: Herring who wrote ()7/4/1998 4:02:00 PM
From: Herring
   of 35
 
At 55 times earnings I have a difficult time buying this stock!

Herring

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To: Herring who wrote (2)7/18/1998 9:24:00 AM
From: William B. Kohn
   of 35
 
I am biased, being a reseller of SW but did you notice that while Audtodesk, SDRC, and Parametric Technology are getting hammered in the market, DASTY is going strong. I did a ninety day chart on the above stocks and the results are interesting.

Normally the market is not stupid, hence when everyone else is tanking in a market segment and one stock is going through the roof something must be up.

I believe that SolidWorks is a reason that PMTC and SDRC did not make their North American numbers. I believe that SolidWorks represents about $22 Million in sales for Dasty this quarter and that this number will continue to increase. I would expect $25 Million next quarter and $29Million two quarters out.

The marketplace for MCAD has been shaken up by SolidWorks. UGS is still at least six months behind. Autodesk can not write code fast enough and will continue to slip. Parametric will not (I believe) fund their mid-range acquired product sufficiently to offset SW and SDRC is in a dreamworld believing their interface is superior to Bill Gates Windows metaphor.

In addition the next quarter should begin to see the effect of the rewritten CATIA product on the marketplace. DASTY is ahead of every major CAD vendor at this point, both in the high end and in the mid-range.

If they can mount a challenge to SDRC in the PDM space is questionable but at least they can rely on the US IBM salesforce to help here.

SolidWorks is a winner and will rapidly become a major revenue engine for DASTY.

Now what would happen to DASTY if they did to SolidWorks what EDS did to Unigraphics? This may explain the price multiple.

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To: Herring who wrote (2)11/15/1998 9:38:00 AM
From: William B. Kohn
   of 35
 
Without bias, the market is treating this stock worse than the other CAD stocks over the past number of sessions! FYI.

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To: William B. Kohn who wrote (3)12/30/1998 9:19:00 PM
From: nasdaqian
   of 35
 
"If they can mount a challenge to SDRC in the PDM space is questionable but at least they can rely on the US IBM salesforce to help here."

"Now what would happen to DASTY if they did to SolidWorks what EDS did to Unigraphics? This may explain the price multiple."

William,

Could you elaborate a little on the meaning of the above two quotes?

Thanks in advance,
Bruce (SW user, DASTY watcher)

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To: nasdaqian who wrote (5)12/31/1998 9:42:00 AM
From: William B. Kohn
   of 35
 
Up until now, DASTY has not shown as much success in the PDM market as SDRC has shown. It appears that they would like to be at that table. SDRC has made much of PDM wins in CATIA houses, most notably in Boeing. Can DASTY win a PDM battle in FORD or NISSAN? Time will tell.

EDS spun off Unigraphics. DASTY may do that with SolidWorks. If DASTY spins off a fraction of the company (lets say 30%) and SolidWorks gets a large market multiple, this will benefit DASTY shareholders whose Net Asset Value will increase, that is what I meant.

One thing I have learned is that what you put in writing here at SI, can come back to haunt you. Every once in awhile I am pleased to see that my ramblings aren't totally out of line. So far, so good on my Post #3.

Have a happy new year to all you SI'ers out there. May '99 be profitable for us all.

Bill

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To: William B. Kohn who wrote (6)2/8/1999 8:54:00 AM
From: Box-By-The-Riviera™
   of 35
 
Monday February 8, 2:36 am Eastern Time

Dassault Systemes 98 EPS 5.14 Ffr

PARIS, Feb 8 (Reuters) - Twelve months to Dec 31, 1998
(Figures in millions of francs, except earnings per share,
dividends)
1998
1997
Net income before acquisition costs 628.8
457.4
Net income after acquisition costs 584.5 loss
113.4
Diluted earnings per share
before acquisitions 5.53
4.21
Diluted earnings per share
after acquisitions 5.14 loss
1.06
Operating 960.2
193.0
Turnover 2,711.6
2,092.4
-- Fourth quarter
Net attributable
after acquisition costs 221.8 loss 401.7
Earnings per share 1.95 loss 3.62
Operating 346.9 loss 270.7
Turnover 822.3 644.9
NOTE - Software company Dassault Systemes gave its results
in a statement.
Dassault Systemes completed the acquisition of Deneb on
December 1997 and IBM's Product Manager on April 1,
1998, as planned. The 1997 proforma results include those of
SolidWorks.

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To: Herring who wrote ()2/4/2005 10:23:29 PM
From: Count
   of 35
 
This thread is way out of date with what should be a stock of interest. I went to Solidworks 2005 in Orlando to see the aftermarket forming around this product. Orange County Choppers used the software to design a bike for the national convention. Burt Rutan gave the keynote. This stock is looking like the new Autodesk.

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From: JakeStraw12/12/2013 11:00:24 AM
   of 35
 
Dassault Systemes SA Management Discusses Q3 2013 Results - Earnings Call Transcript
seekingalpha.com

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From: JakeStraw7/28/2014 9:16:29 AM
   of 35
 
Deleted

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From: JakeStraw7/30/2014 11:03:52 AM
   of 35
 
Dassault Systèmes to Acquire Quintiq
3ds.com

Quintiq, a leading provider of on-premise and on-cloud supply chain and Operations Planning & Optimization software, for approximately €250 million. With 800 employees, Quintiq, whose offerings include production, logistics and workforce planning applications, is rated as a leader in the market by top industry analysts and its solutions are used today by 250 customers, at 1,000 sites, in more than 90 countries.

Quintiq solutions are also used to plan and schedule the most complex production supply chains at such manufacturers as Novelis, ASML, Lafarge, AkzoNobel, and ArcelorMittal. They also plan and optimize some of the most complex logistics operations, including DHL, Walmart, DB Schenker and TNT. Quintiq is enabling full operations planning at Brussels Airport, KLM, Canadian National and the Federal Aviation Administration. Quintiq is differentiated by leading optimization technology; a platform approach to covering long-term strategic to day-of-operational planning; and capabilities which go beyond supply chain to encompass full operations planning and optimization.

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