is`nt this the anss board or am i at the wrong darned site hell you can find out about anything here except anss . From now on i will boycott any other sites or products hyped on this board others should do the same! by the way the reason for the uptick in the stock price was a good earnings report which nobody seems to have mentioned .
only 12% growth. This is hard to evaluate because all of the new types of licenses being offered (i.e. "paid up"). Is ANSS coming up with gimmicks to make their earning potential seem better than it is?
I do not think anyone would pay a premium to take over a company with only 12% growth per year.
There's a thread (a thin one) on the MNS board about a possible SDRC/ANSS acquistion. Nothing new, substantial or interesting, just some speculation.
As for the ANSS Q1 numbers, I thought they were pretty good considering what is happening to several others (MNS, MDII) in this marketspace. It's not "e-commerce" or "web" type numbers in terms of revenue growth, but then there are profits, something you don't find in most of the highflyers these days.
If you go back to the TA acquisition, you'll see that ANSS has done several things to increase revenue:
1. Cuts in the distributors' margins (previously a range of 35-50%, now all at 35); 2. Price increases (Mechanical annual lease has gone from $9,600 to $14,380, paid-up from $16 - 25K) 3. Maintenance policy changes, i.e. no more 1st year maintenance (TECs) incl. with a paid-up, essentially a 20% price hike); 4. Lease conversions to paid-up (last year's price increase on leases only should complete the conversion of the lease base) 5. Pre-payment of TECs (incentives for 2nd & 3rd year payment in advance)
If you could factor out these effects, you could determine how much of the revenue growth has been due to the sales of additional products, but I'm not sure how to go about it.