PTC's Reaction to Dassault's V6

During PTC's quarterly conference call with financial analaysts, Jay Vleeschhouwer of Merrill Lynch asks:

Are you seeing any customer piloting activity at all of Dassault’s V6 architecture?

PTC's chief product officer James E. Heppelmann responds:

I think most customers I've talked to are highly skeptical about that. A lot of them think that it's an out-there idea based on some questionable architectural approaches. For example storing CAD data in the database rather than a file system, which has been proven by several vendors not to work that well.

I'd say I see a huge amount of skepticism from customers and I think customers by and large prefer that Dassault just finish V5 -- rather than switch horses again and started talking about a new architecture.

I think Dassault potentially is walking the plank here with this V6 story, having not really satisfied customers with V5 and now embarking on a riskier yet strategy.

Link: PTC

Comments

[Evan Yares]

Now that's a candid comment. I'm impressed.