Inside this Issue
Spatial & TSA Announce OpenHSF
In a Web-based conference call last Wednesday, the Spatial division
of Dassault Systemes announced:
The new corporate ID consists of a stylized "3DS" logo, short for 3D Spatial, and not to be confused with 3D Studio. You can see the new logo at http://www.spatial.com -- you gotta squint real hard to make out the logo's "3".
The future for Spatial continues to be its old "3D Everywhere, Anytime, for Everyone" slogan. Ceo Mike Payne took pain [sorry about the pun] to emphasize that Spatial was not out to dominate, but to expand the market. He doesn't want Spatial known as just "the ACIS company," but that it also has:
In continuing to "cooperate with the competition," Spatial announced -- together with Tech Soft America -- the OpenHSF initiative for visual interoperability. Or, yet another [sorry, if my skeptisim shows] free 3D graphics standard for the Web. OpenHSF (short for "HOOPS steam format") is an extensive spec; you can read about it at http://www.openhsf.org . Initial supporters are DaimlerChrysler, Ansys, Cadkey, Techplan, Fluent, and Dassault Systems.
PTC Earnings Call
PTC says it is happy
with its quarter and annual results, even though profits were
negative: a net loss of US$24.9 million, down from a profit of
$6.9 million. Its 4Q revenues ending Sept 30 were US$225.4 million,
up from US$235.0 million a year earlier. Its Windchill product
experienced 22% growth in the last year.
PTC is continuing its transition from an MCAD company (relying
on Pro/Engineer) to a product development company. All PTC software
is focussing on three Cs: create, collaborate, and control. The
company is on a tricky balancing act, where it works with partners
to sell solutions -- rather than trying to bring all sales in-house.
PTC is hoping to sell more products and services, even through
it makes less money from each sale.
PTC plans to ship a new Windchill add-on every quarter. Within
six months, they plan to ship Pro/E with embedded Windchill, Groove
(peer-to-peer), and full Web support.
In related news, Samuel McCammond alerted me of the free download of Pro/Desktop Express from http://www.ptc.com/cgi/products/desktop_agree.pl . This reduced-functionality version has no VBA, does not not export ParaSolids, and can't do renderings. As ProDesktop.net Web master Steve Schweitzer sums it up, "Express basically does not include anything that PTC has to pay licensing fees to someone else to use." [Reminds me of the free version of IntelliCAD.]
Q&A: Five Minutes with Alibre
This Q&A is with Greg Milliken, vp of marketing
for Alibre, and someone who's been around this industry as long
as me. Remember AccelGraphics? He co-founded it, and also spent
time at Intergraph, Autodesk, and Knowledge Revolution.
Alibre launched during the dot.com craze. On the day of its
launch, it was handed a lawsuit from SolidWorks. Like PlanetCAD,
though, Alibre found that a pure ASP model was not the way to
go. And it didn't help when customer began using Alibre Design
like a standalone CAD system, and then found it had fewer features.
Alibre found it had to teach users how to use the product in teams
and emphasize its collaborative capability. So, Alibre, the company,
changed itself from an ASP to direct sales. They targeted large
manufacturers and workteams within firms. Alibre admits their
software, at this point, has just 80% of the MCAD features its
competitors have. The difference, Alibre feels, is their p2p architecture
supporting real-time 3D design between teams, and integrated Web-based
data sharing.
Q: How does this p2p stuff work with your MCAD software?
A: We firmly think that p2p is the future of CAD. We don't
see the software running off a central server, or as an ASP [application
service provider, which serves the software over the Web] as some
vendors are trying. Instead, we think you should be using local
computing power to share data. The data might be stored on a server,
but just as often is distributed in Web-based repositories on
client machines. Everyone has access to the data -- and not just
a streamed or facetted representation of the model (as in Autodesk
Streamline). P2p means that data can reside anywhere, on the local
hard drive of any peer client. Anyone who needs to access and
edit the model can do so, regardless of location, whether the
designer or the manufacturer.
Q: Who's your closest competitor?
A: CoCreate and their OneSpace, but that is just a visualization/collaboration
tool. To do true design you'd have to also buy SolidDesigner,
and then it is a separate product based on a traditional desktop
architecture. Another is ImpactXoft, but they target consumer
product companies, which is not our market. We target heavy industry,
like power generation, aerospace and automotive. You could take
any number of collaboration/visualization products, but no one
else is similar to our MCAD software built on a native Web architecture.
Q: In their earnings call, PTC announced they are adding
Groove p2p technology to the next release of Pro/E. Does that
worry you?
A: No, it validates what we're doing. Even if UGS, Dassault,
and everybody else adds p2p to their MCAD software, we'll compete
by becoming the low-cost supplier. PTC, UGS, AutoDesk, Dassault
all have a high-cost model -- channels, staff, marketing. We the
Web to keep overhead low. We employ just 50; even if we double
our workforce, we're still a lot smaller than anyone else. We
license our software for US$1,000/year/seat.
Q: What's the "Alibre Experience?" I couldn't
figure it out from the press release.
A: It's a no-charge program targeted at potential mid-range
customers, where we come in and help you get Alibre Design installed,
help you translate data from other MCAD systems, give you training.
Your only expense is the time you spend using it. You try out
Alibre Design on a real project for a length of time that we agree
upon.
Q: What happened to the lawsuit from SolidWorks?
A: It was basically over us hiring a SolidWorks employee.
They were worried we would get access to confidential information.
We agreed not to, and that satisfied them. The employee has since
moved on.
Below the Radar
A summary of CAD industry news you may not have read
elsewhere:
"Taleban singles out Intergraph for obloquy.
What has scourge-of-Intel done?" headlines The Inquirer at
http://www.theinquirer.net/17100110.htm,
which reports the British satire magazine 'Private Eye' has published
a list of items banned by the Taleban Islamists for import into
Afghanistan, including Intergraph machines "in case it is
used in Cinama [sic]." Intergraph's Tom Greer told
me that his company "believes that it is being confused with
another company or brand of device." [I don't know about
that: I still have a copy of the poster Intergraph handed out
following the end of the Gulf War in 1991 that boasted of Intergraph's
rapidly-created detailed mapping of Kuwait City.] Other items
prohibited: cassettes, beer, pig, lobster, fireworks, musical
instruments, neckties, bows, Christmas cards, nail varnish, and
animate idols.
Christopher Rogers wrote me that the toy wooden train
sent to editors spells r-e-v-i-t, not Tiver, as I had thought.
Jim Longley agrees: "Now, I could be wrong, but being
a long-time armchair model railroader, it occurs to me that you
might be running your TIVER train backwards. Either change the
reversing switch on your power pack or reverse the power leads
-- betcha it looks like a whole new train." Thanks for the
tip, Jim, but these wooden trains don't electrically. See photo.
Revit's pr firm, Sterling Hager, submitted that
r-e-v-i-t is short for real, exchange, vision, integrating, and
technological. Since they sent out the toy train, they could be
right, but...
...I am not convinced. The train could also spell t-r-i-v-e, as
in retrieve. If you subscribe to other newsletters and magazines,
you may want to ask the editors what they think their toy train
spells.
Viewing CAD drawings wirelessly on PocketPCs: Docupoint says it has committed to supporting all of its software on wireless Pocket PC devices [what? not PalmOS!], including its DrawingSearcher application, which combines functions of a Web server, search engine, and DWF and PNG viewers.
Caligari says it will resell IMSI's TurboCAD 2D and 3D drawings CAD software, while IMSI will resell Caligari's trueSpace 3D modeling and animation program. [Press release notes indirectly that neither can read each other's files, but require intermediate translation to DXF, VRML, etc.]
@Last Software has upgraded SketchUp 1.3, and has released
a viewer at http://www.sketchup.com/newsletter/newsletter_2_sketchup_viewer.html
Uclid Software is offering
its IcoMap 3AutoCAD plug-in for cadastral mapping at half-price
until the end of the year, or until 500 licenses have been sold.
[I'm guessing they prefer the latter over the former.]
Web4 is offering a Web-enabled version of Xsteel
software starting at US$40/day, a whole lot cheaper than the usual
US$20,000 desktop license Xsteel charges [unless you plan to
use the software for more than 499 days].
Computer
News Summaries
Cisco is recalling power adapters because it'll
melt its plastic housing. The adapters are used with its 827,
827-4V, 826, SOHO77, SOHO77-50 and 827-EUR (small business and
telecommuter) ADSL routers, and have a part number 34-0949-02.
Call Cisco at +1 (800) 553-2447 for more info.
The Inquirer noticed that HP is charging US$526 for 64MB of SDRAM for its HP LaserJet printers. Kingston sells the equivalent for US$26 (part # KTH-DJ5000/64). [And I thought HP made its profit from solely from ink cartridges.] But it gets worse: Cisco charges US$1,200 for 64MB to upgrade the memory in their 7200-series router; Crucial charges $12.59 for the equivalent part. [Reminds me of when in 1983 extra RAM cost $1,000 per 128KB for my old Victor 9000 computer; needless to day, I never bought any.]
UK chip designer ARM unveiled its 64-bit processor design for handheld computers, but it may be three years before you see any PalmOS products running it. - ZDnet
Intel is closing its Connected Products Division, which sells computer-related toys, wireless keyboard and mouse, digital camera, and MP3 player, as well as its unreleased Web Tablet Internet accessory and Dot.Station countertop Internet appliance [Sheesh! Who thinks up these names?]. Intel had earlier eliminated its Rexx personal organizer and closed its Intel Media Services division, looing to eliminate 5,000 jobs by year's end. [It's a good time to be self-employed.]
Microsoft formally apologized to Novell for sending
out advertising suggesting NetWare was obsolete and wouldn't be
supported in future. It promised to not repeat the allegations,
and will send out corrective information to the same 3,000 Novell
customers it originally targeted. Joe LaSala of Novell
sensed a rare victory for the networking company over Microsoft
by declaring, "We are anxious to move to the next phase of
the litigation where discovery will begin, and we will put together
our case for damages." - The Register
In further bad news, InterTrust Technologies added three
patents to its lawsuit against Microsoft alleging the software
monopolist's .Net framework and features of Windows XP, Office
XP, and other products infringe on InterTrust technology patents.
- CNET
Nice Timing... not: Stanley Kubrick's landmark film '2001'
is getting a widespread re-release -- in 2002, reports Jason Silverman
in Wired. - Spike Report
Market
News
Bentley Systems has acquired 100% of GEOPAK
Corp; Bentley previously held 25%. Both companies are privately
held, and the terms were not disclosed.
MSC.Software has purchased the VirtualInsight from
Silicon Graphics; terms were not disclosed. MSC said its
3Q revenue would be US$60-$63 million, below the expectation of
US$69 million.
The
WorthWhile Web
ftp://hotfix.microsoft.com/winnt/windows_xp/sp1/
Service Pack 1 for Windows XP
http://www.theglobeandmail.com
"IBM's ads out of this world"
What happens when a reporter is ignorant of popular culture.
CAD
Trivia
Q6. IronCAD is currently owned by IronCAD LLC. Who
was its previous owner?
Clue: The split occurred last March.
Look for the answer at http://www.upfrontezine.com/trivia.htm
Letters
to the Editor
"As always, you do a fantastic job of reporting the
industry news in a timely and relevant manner. Keep up the great
work!"
- Dave Stein
"I really love your newsletter!"
- Orlando Sardaro
Vellum Benelux
Spin
Doctor of the Moment
"It's very significant, not only for ourselves, but for the
community and for Canada. We think the decision is wrong."
- Elizabeth Roscoe, vp of Canadian Cable TV Assoc, not appreciating
a court decision allowing utilities to charge cable companies
a fair market rate for pole rental.
Notable
Quotable
"If you are unique, you make money."
- Ibrahim Helal, editor-in-chief of Jazeeera
Contact!