Dassault Systemes has an attractive business model with high levels of profitable recurring revenue.
Despite lower near-term demand, Autodesk is well-positioned to capitalize on its growth opportunities.
Although management has a good record of successfully identifying, acquiring, and integrating more than seven companies during the past eight years, integration issues can arise as these acquisitions have become larger in size.Ansys' exposure to cyclical industries, such as aerospace and automotive
ACI has few growth opportunities domestically in its most profitable business and risks losing business as the big banks consolidate.Management's penchant for value-destroying acquisitions presents a wild card that offsets the underlying profitability of the business.The variety of issues the
Synopsys will benefit from its leading position in the EDA space as the chip industry recovers.
VMware looks to extend its leadership position beyond server virtualization.
We think Mentor is a strong player in the electronic design automation space.
Business conditions have improved for Cadence, but a full recovery has not yet arrived.
Infosys remains well-positioned in the midst of the current economic slowdown.
Growth slowed in Concur Technologies' CNQR fiscal fourth quarter, as the impressive growth rates of the past have been curbed during the economic downturn. Revenue for fiscal 2009 grew 15%, and the operating margin expanded 340 basis points to 15.8%. The slowdown is even more dramatic when compared