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Technology Stocks : Dassault Systems / SolidWorks (DASTY) -- Ignore unavailable to you. Want to Upgrade?


To: nasdaqian who wrote (5)12/31/1998 9:42:00 AM
From: William B. Kohn  Read Replies (1) | Respond to 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