Ugs For Sale?

[Basnev 1]

<noindex>Кто-нибудь в курсе?</noindex> Сколько же можно мотать бедный UG...

[SAS_17 10]

Basnev

весьма ЛЮБОПЫТНО! И кто возьмет (прикупит) ... ?

[SAS_17 10]

Я тоже подумал про Microsoft. В свое время ходили слухи о желании Билла приобрести одну из тяжелых систем. Если так, то будет весьма любопытно...

[SAS 0]

Вообще_то, по оцекам авторов www.cadcamnet.com к 2010-2015 все там будут.

Статья "THE NEXT TEN CAD YEARS" (опубликована в 2001 году), см. последний раздел:

"Industry Consolidation

The 1990s saw tremendous consolidation, not only in CAD but in the whole software industry. Microsoft's dominance in office automation is one obvious example. Three companies dominate today's market for relational database management software (a critical technology for any business): Oracle, Microsoft, and IBM. It seems unlikely that more than three large, integrated CAD/CAM or EDA suppliers will survive the next ten years. What might they be like?

In EDA, the combined Magma-Synopsys could face off against the Cadence-Mentor-Avanti corporation. Innoveda and ProTel will scoop up what's left of the board-level design business and may become suppliers of software to the FPGA companies. A big application software firm, such as Microsoft, could buy them.

In ten years, three-D, dimension-driven solid- and surface-modeling systems with integrated drafting should sell for less than $3,000 per seat, about the price of today's AutoCAD. AutoCAD-LT already goes for $300 or less, and in ten years there will be little distinction between the AutoCAD packages.

Autodesk may quit the CAD business, selling AutoCAD to another software outfit such as Dassault Systиmes. The buyer will continue to milk AutoCAD applications until 2020, shuttering Inventor and enticing its customers to move to another brand of three-D CAD. In such a case, Autodesk would remain a player in special effects software, probably changing its name to Kinetix and making other acquisitions.

Despite its momentum today and its impressive heritage as a survivor, Unigraphics Solutions lacks the critical mass to outlast the decade. EDS, which controls 85 percent of Unigraphics's stock, may break up the company to maximize the value of its assets. SolidWorks, the Dassault Systиmes subsidiary, would be a good candidate to buy the Solid Edge piece of the business, wooing as many Solid Edge customers to SolidWorks as possible. PTC might take over the Unigraphics and IMAN software lines, converting them gradually to Pro/E as it is doing with the CADDS customers.

SDRC also might sell its CAD line after a spirited bidding war between PTC and Dassault Systиmes. What's left of SDRC would focus on Metaphase PDM and consulting services. A larger consulting firm, such as Accenture (formerly Anderson Consulting) or KPMG, would probably acquire it.

Based on the above scenario, Dassault Systиmes and PTC appear to be the winners, but bigger fish may gobble them up. Seeking growth and diversification, firms such as Oracle, Microsoft, and SAP may look to the consolidated CAD business as a source of incremental sales and strong cash flow.

During the latter half of the 1990s, Dassault Systиmes paid too much for too many small companies. When it misses its sales and earnings estimates some time in the current decade, its lofty stock would plunge, making it a takeover target of, possibly, SAP.

Following years of stagnant profits (despite two major acquisitions), PTC could accept a tender offer from Oracle or (worse) Computer Associates. And SAP would probably sell its SolidWorks and AutoCAD businesses to Microsoft. The main CAD/CAM players by 2011 could still be familiar names: Microsoft, Oracle, and SAP. "

[Serko 0]

А каковы результаты у UGS за прошлый год? Как дела с продажами UG? Я слышал, что плохо.

Изменено 10 февраля 2004 пользователем Serko

[inord 0]

February 9, 2004

Cadalyst

EDS (Electronic Data Systems) issued a statement saying that several parties have shown significant interest in acquiring its UGS PLM Solutions subsidiary. EDS is now considering the private sale of up to 100% of UGS PLM Solutions in addition to its previously announced plan to sell a minority stake through an IPO (initial public offering). EDS says its expects the valuation of a private sale of a majority stake to exceed two times UGS PLM Solutions’ 2003 revenues of almost $900 million.

EDS spokesperson Jeff Baum says the company should have more to say about its plans in the next month or so. EDS won’t divulge any details about the companies interested in UGS PLM Solutions, which develops Unigraphics NX, I-DEAS NX, Solid Edge, Teamcenter, E-Factory, and the Parasolid modeling kernel.

The statement responds to a report in the Financial Times that EDS had halted its plans for an IPO after receiving “solid interest” in a private sale. Last week, EDS reported a loss of $354 million for the fourth quarter and a total loss of $1.7 billion for 2003.

Revenue for UGS PLM Solutions, however, rose 8% to $248 million, which EDS attributed to strong demand for Teamcenter software and high acceptance of its NX CAD solutions.

[Serko 0]

inord

Это за 4-й квартал. А за год?

[Basnev 1]

Serko

Здесь все сказано:

... to exceed two times UGS PLM Solutions’ 2003 revenues of almost $900 million.

Но интересная статистика: 900*2=1800, по другим источникам продают за 1200 (тоже за двукратную годовую), т.е 1200/2 = 600.

Варианты:

1. $900: Продают самое эффективное подразделение.

2. $600: "Revenue for UGS PLM Solutions, however, rose 8% to $248 million".

600/4 = 150 - очень не похоже на 248, даже с "rose 8%"

В любом случае очень подозрительно.

Enron????

[Serko 0]

Помнится, что EDS купила SDRC за 950 млн. дол. Около 170 млн. дол. За 14% UGS.

В ценах 2001 года UGS+SDRC= около тех же 1800 млн. дол. С учётом падения курса доллара и проделанной работы по объединению структур и продуктов SDRC и UGS получается, что цена бросовая.

Хотя…

Суммарный доход компаний за 2000 год был 978 млн. долл.

За 2003 - almost 900 млн. долл.

Падение примерно на 10% без учёта инфляции. На сколько упал доллар за это время?

Получается, что-то вроде:

UGS PLM 2003= (UGS 2000+SDRC 2000)*0.7

[SHARit 2 809]

NickeL

SAS_17

SAS

Сообщено, что в качестве потенциальных покупателей рассматриваются только частные компании (private-eguity firms), но никак не коммерческие софтверные фирмы.

Может Р.Абрамович заинтересуется....

[Gari 1]

Абрамович на футбол запал.

[ABG 0]

Покупатели - Ассоциация Американских автопроизводителей

[SHARit 2 809]

ABG

Покупатели - Ассоциация Американских автопроизводителей

Откуда такая информация??

На сайте EDS прямо названы три фирмы

Bain Capital, Silver Lake Partners and Warburg Pincus

Это частные инвесторские компании....

Где тут Ассоциация Американских Автопроизводителей???

[Basnev 1]

Это частные инвесторские компании....

Которые уже заявили, что через 3-5 лет продадут UGS.