
As the aircraft is taxiing for takeoff, there is a noise like
a hacksaw attempting to cut off a portion of the plane's undercarriage.
The captain says we'll have to return to the terminal building,
as soon as traffic control can assign a gate. Some passengers
are concerned about connecting flights, but not me. I've still
got 25 hours before Revit's gala starts. The captain reports "The
probe indicator on the outside of the plane needs replacement,
which should take just five minutes." The 5-minute repair
job becomes a 55-minute delay.


The hotel is an ugly-looking rectangular brick block, which explains
why Sheraton doesn't show a picture of its exterior at their Web
site. The hotel clerk assigns me a room, but another clerk reminds
him the room is being set up for an event. "You are staying
two nights with us, sir?" He gives me their Commander Suite
as compensation; the room, however, has peeling wallpaper, wobbly
lamp bases, a noisy air conditioner, and a leaky bathtub. What
is it about northeastern hotels always seeming slightly run-down,
I wonder.
I use my Palm to check my email. I find the best approach is to
connect twice: (1) collect headers only; then (2) select the messages
to download in full. A message from Laura Kozikowski enthuses:
"I had no idea that you were in Boston this week! If you
are checking email and have a few free moments while you are in
town, please give me a call because we would love to have you
come visit us at SolidWorks headquarters." The Revit event
doesn't start the next day until 4pm, so I reply with an affirmative.


SolidWorks Visit: Laura introduces me to Joe Dunn, the
enthusiastic field technical manager. He and I had been exchanging
emails regarding the circumstances surrounding SolidWorks lawsuit
against Alibre. Joe drives home the point that SolidWorks' sales
doubled in 1999, now at 43,000 seats plus 53,000 education seats.
The goal is 250,000 seats and being the leader in mechanical CAD.
He considers no other package equal to theirs, other than keeping
an eye on Autodesk's Inventor. Indeed, Joe tells me that he likes
Inventor because "it shows AutoCAD users that there is more
to CAD than AutoCAD" -- a theme that has been common in SolidWorks
ads.
SolidWorks is sold only "indirect," meaning via 230
resellers around the world. Joe is emphatically proud that SolidWorks
does no direct sales, but I wonder how long that can continue
given the direct-sales model that the Internet encourages. SolidWorks
is scornful of the current Internet frenzy among other CAD vendors,
a point I agree with. SolidWorks has a Web site, the ability to
email drawings with an integrated viewer, and conduct Web broadcast
tutorials. Joe says they plan to release their eDrawings software
for AutoCAD drawing files.
Laura finds me some time with ceo John Hirschtick. I had seen
his picture, but wasn't prepared for him being more than a head
taller than me. John admits he hasn't subscribed to upFront.eZine,
but is constantly receiving bits emailed to him by others. I tell
him that I can see a natural fit between SolidWorks (mechanical)
and Revit (architectural). He says a link already exists: he is
an investor in Revit, and sits on the board of directors.
Laura, Joe, and I have lunch at a nearby Italian restaurant, then
I return to Cambridge. I have a couple of hours available to tour
the grounds of Harvard University and the adjoining shops of Harvard
Square. Wandering around with my backpack, I must've looked like
a student, since I am stopped twice for directions. I am snapping
so many pictures with my Epson digital camera that I go through
three sets of batteries that afternoon. That's what I like about
my camera and its 64MB memory card: I can take so many more photos
than with a traditional camera. I end up taking 155 high-resolution
pictures on the trip.

Update (April 2002):
The product will be available in early May; delivery has slipped
by two weeks. A new release is promised every 90 days in first
year -- "Tough on us book authors," I note wryly to
the Revit employee sitting near me.

Each of our nametags have a color. I find out that -- ironically
enough -- green indicates you had ordered beef, while red indicates
vegetarian; my color was yellow, for salmon.
On one side of me sits a representative from Atlas Ventures, who
asked me what I thought of Revit and the launch. How do you answer
a man who has sunk millions of dollars into this?
On the other side of sits Brad Holtz (of 'CAD Rating Guide' fame)
and next to him, Geoffrey Langdon (of architectural CAD shootout
fame). The thought underlying this whole event is "SolidWorks
or Numera?" Would Revit rocket into orbit, or burn out at
the launch pad? We reminisce over CAD ventures that have burned
through their money over the years. Brad declared himself the
winner in remembering the worst CAD launch ever: TriumphCAD spent
all its money on ads -- no product ever shipped.

We muse over Revit's business model. "How long does Revit
have before investors would want their money back?" The problem
with a monthly subscription model is that money trickles in more
slowly. Take 60 Revit employees earning an average of US$100,000/yr
each. Assume Revit nets $100/mo per subscription. That means they
need 5,000 subscriptions just to break even. "The question
is," summarizes Brad, "How long will it take to ramp
up to 5,000 subscriptions?" As I write this, I also wonder
about "subscription churn" where gains from new subscribers
are offset by losses from unsubscribers.
Just as we complete our analysis, an earnest young Revit employee
comes by our table to introduce himself. "I'm in charge of
developing the business model in conjunction with Harvard Business
School," he explains. The three of us roar with laughter:
"Funny you should mention that...". We give him our
analysis -- at no charge.
