AEC and GIS Applications Worldwide, 1994-1996
Total Page:16
File Type:pdf, Size:1020Kb
U) U) U) (ji to S> NJ K> to u> u) u> u> SJ N> to S> N> ^00-~JON<-ft+iU)tO -J o^ oi •t^ U) M h^ o 00 ^ 0\ Ui 4^ U) to h- O 'vO00<iaNUi*»oJtOK-' 1/1 GO ^ ^ W Q^ n|| bl (T) ;-<• a. oo b 3 i^ 3 aI>t w1- S' p n> > tzi cr ?r ^ X a. o^ B-. 1—I o CO §> OJ V! Kl frt+ 3 0> rV OOOO0J4^L0U)O 00 H- p p p O P O O O O O O p Q;, pp-ppOOOOOOOOts) K) O O O O o ^-^ o o o ^- I—' o bo p !ti o <-" o o <-Ai 00 Lf) to u) lo b^ O ON L^I i/\ -t^ -t^ K) i—' >0 p p p p p o o o o o p' o o o o' o c5 o o o o o o o o I—' to o o K) O W 4^ -ti. Ui -J ^jJOOOOOH^Oto'OH-'h^H- ..io O -t^: "OY 4^ l/i O L^ >vO L/i 00 00 is) *0 •—' 00 '^ *o <i 00 j^ -J bo O O O O O O O O O O O O O O O O. O" O O O O O O I—' H-^ H-^ i_i to W 4i. yi ON a\ N) OOOOOOOi—'H-'H-'i—'H-ii—'t-JU)lpi.lyiLA<L/ii-rtbN0N0\O 4^ O VO O Ifi 00 i—' U) 00 ON t!^ s s to I 1^1 1 1 C> to I "=> §" o" ^ ^^ 0\ o\ o\ a^ k— K^ 1 K. 1 to Oj 1— t— -fc< •(V 1 \1 t.j -fe*. ^-^ to Oo Uj <S !=> N Kj Ov -XI 0\ U) c> !o to .^ ^ ^~ yi *^ I-»J ^ ^ Ps ^ >) >l ;si to Oo ;o Oo i~-. •SI to tsj sj U) Oo U) C> K) c u, ^ u, is lu bv iv bo ^s= Oo Oo -li. -fe*. ^ *-*J CO u Q o <a?S<Spp<2>ppcsCilJ5 js JS'-P i2s?i(^<2><2><s?s!S!:i^^;~- totototoyivi^si^jspo I ts) is> Oo ^-n ^,: KJ'vjooOobovs^'fei-siVo •~.L»iOoV3d<so\OjdO\ n CAD/CAM/CAE/GIS Market Share Table With OEM Revenue Page 2 of 2 Application: GIS/Mapping Region/Country: Asia-Pacific Platform/Operating System: All Operating Systems Measurement: Software Revenue ^W^WW^&ww.^ p^WffifiiiiMiiimpr^iC; ,^^BBgT f ^S ^^g^^MmaSBBB !Mf>"'jW usSii,' MSsM ^^S "V" "^^WcBl^mnBBBBBSt-'^ ^^^^^ ^^^^S^^S^ ^^S^SoS-'' 4Vr49wv wl'pvk rj^^Bl^^ 38 Geo/SQL Corp. 0.0 0.0 0.0 -10(10 0.0 39 Accugraph 0.0 0.0 0.0 -100.0 0.0 40 Softdesk 0.0 0.0 0.0 -100.0 0.0 41 Straessle Informationssysteme 0.0 0.0 0.0 n/a 0.0 42 Formtek 0.0 0.0 0.0 n/a 0.0 43 Ziegler Informatics 0.0 0.0 0.0 n/a 0.0 All NA. Companies 38.4 53.9 57.3 6.3 84.5 All European Companies 4.3 7.6 10.2 34.6 15.1 All Asian Companies 0.0 0.0 0.3 n/a 0.5 All Companies 42.7 61.5 67.8 10.3 100.0 Includes OEM: Sum is greater than Total Source: Dataquest (7/11/96 6:44:20 PM) 12/30/96 10:56 AM Luong Soxirce: Dataquest •).03) 3"Pg lui {':o.oz: 'JU ve.j •! aeeyis blo-.;-i>' : f . « V. • J 1-.1 ?..t' .•ftt {•j.,.)S a»«a' V''*,e_" H MH *r4 K k'' , 0 '. Ho* <" MM MM •^ t. -09 aaeot. • ..OCT =,;/9M MVi iJfVJ d •-( ( •j.-*s(iie.r£«l tlO.O^.; '<ll i r> - . >Ix<' •MO :?) S ••j'>-- '•< uifB •5^' : -J 4 ••.'P. 11:31am EST 30-Dec-96 Josephthal Lyon & Ross, Inc. (JAY VLEESCHHOUWER (212) 90 ESTIMATED CURRENT EFFECTS ON DECEMBER QUARTER EARNINGS Josephthal Lyon & Ross Incorporated Institutional Research 200 Park Avenue New York, New York 10166 (212) 907-4000 Fax: (212) 986-8121 Morning Note - December 30, 1996 ******************************************************************************** ESTIMATED CURRENCY EFFECTS ON DECEMBER QUARTER EARNINGS Conclusion: This note is our quarterly update on the estimated effects of sequential and annual currency changes on quarterly earnings. Our overall conclusion is that in spite of the obvious strength of the U.S. dollar against key trading partner currencies (especially the yen, +11.5%, and German mark, +7.4%), the estimated sequential and year/year earnings impact is likely to be modest—especially if European revenues, as measured in local currencies, is relatively weak. On the other hand, of course, that same relative softness, which a number of computer and software companies in our coverage have already alluded to, could put non-currency related pressure on reported earnings, subject to offsetting strength elsewhere in domestic and Asia/Pacific markets. Est. Est . Company Symbol-Price-Rating JXiR Estimate Seq. Effect; Annual 1Effec t AST Research ASTA-$4 9/16-Hold 4Q96E ($1.39) NM ($0 .02) Apple Computer AAPIi-$23 1/8-Hold 1Q97E ($0.01) NM NM Compaq Computer CPQ-$75 1/4-Hold 4Q96E $1.57 NM ($0 .02) Fractal Design FRAC-$11 1/8-Buy 3Q97B $0.14 NM NM Gateway 2000 OATE-$56 1/4-Hold 4Q96E $0.98 NM NM MetaTools MniS-$13 1/2-Buy 4Q96E $0.14* NM NM Parametric Tech. PMTC-$52 1/2-Buy 1Q97E $0.36 NM NM Silicon Graphics SGI-$25 3/4-Buy 2Q97E $0.21* NM ($0.01) Sun Mircro. SUNW-$28 3/8-Buy 2Q97E $0.42 NM ($0.01) * excludes costs related to Real Time Geometry Corp. acquisition ** SGI estimate excludes one-time costs related to Cray acquisition. NM means less than $0.01 a share. Rate changes reflect a weighted average of yen, German mark, French franc, Swiss franc and British pound. Actual results may differ due to hedging activities, which we do not include in our estimates. Analyst: Jay Vleeschhouwer Phone Number: 212-907-4427 ******************************************************************************** Additional information is available upon request. This report was prepared by Josephthal Lyon & Ross Incorporated and is for the exclusive use of our clients. Information contained herein has been compiled from sources we believe to be reliable, but we do not guarantee its accuracy or completeness. This is not a solicitation of any order to buy or Sell. Josephthal Lyon & Ross Incorporated, its affiliates, and/or its officers, directors, employees or stockholders may at times have a position in, including an arbitrage or option position in, the securities described herein, and may sell or buy them to or from customers. The company may from time to time act as a consultant to a company being reported on. Copyright, 1996 Josephthal Lyon & Ross Incorporated, all rights reserved. First Call Corporation - all rights reserved. 617/345-2500 END OF NOTE Dataquest nn a company of lija The Dun K^Bradstreet Corporation 1290 Ridder Park Drive, San Jose, CA 95131-2398 (408) 437-8000 Telex 171973 Fax (408) 437-0292 April 1995 Dear Dataquest Client, Our clients have told us how important it is to receive Dataquest's published information and insight on a regular, timely schedule. To let you know exactly what you can expect from your subscription research program(s) this year, we are pleased to provide you with the attached detailed publication schedule. The front of the publication schedule lists the months of 1995 across the top and the seven main Dataquest publication categories down the side. Boxes are darkened to indicate the months that you will receive major Dataquest publications, including: Market Statistics books; Market Trends reports; User Wants and Needs Reports; Focus Reports; and weekly or bi-weekly electronic newsletters. Because many of our research bulletins and newsletters are published as events happen in the IT industries that we track, we have indicated that you will be receiving these publications on an event-driven basis throughout the year. The back of each publication schedule provides a detailed listing of all of the planned publications for 1995 by document category, document type, document title/subject (if available), and the month that it will arrive at your office. We have made every effort to identify the subjects of planned reports and research newsletters here. We hope that providing this publication schedule will help your market research planning process, as well as provide an audit trail of the documents received from Dataquest. Please nq3b?,jthftt^f you subscribe to more than%ne .research program, you will receive each publication scBedltiilg s^^^Jy os?ef |he r\fsjgi few weeks. If you Have qtte^dias or comments, please feel free to contact me at (408) 437-8293, or Pamela Bliss, Marketing Manner kf(i«») 43.7^8562. , Sincerely, : " . ~' '• ' ^^ Jeffrey A. Byrne Vide President, Worldwide Marketing Encl. 1995 Publications Schedule AEC & GIS APPLICATIONS WORLDWIDE Jan Feb Mflr Apr May /wn Jul Aug Sep Oct Nov Dec Perspective D 0 DoaaadDD • • Q Newsletters published on an event-driven basis Market Analysis O o • GBGBGHH • O hi Newsletters published on an event-driven basis User and Distribution O o DaaaoDDa O • QQ Studies Newsletters published on an event-driven basis Competitive Dynamics • o aaDODDDD • • ^ Newsletters published on an event-driven basis Focus Studies O o DDDODDaa o • •^ Newsletters published on an event-driven basis Eiectronic Newsietters Published weekly 55 Guides O a o o o DataQUCSt Program: AEC & GIS AppHcations Worldwide Program Manager: Kathey Hale 1995 Publications Sciiedule AEC & GIS Applications Worldwide Complete Listing of 1995 Documents Document Category Document Type Document Title Arrival on Client Desk Perspective Dataquest Predicts TBD December 1995 Market Analysis Market Statistics Market Share March 1995 Market Trends GIS Market Trends March 1995 Market Statistics Market Forecast May 1995 Market Statistics Market Share Update July 1995 Market Statistics Market Forecast Update September 1995 Market Analysis GIS SubappHcations October 1995 Market Analysis AEC SubappHcations October 1995 Market Trends GIS Market Trends November 1995 User and Distribution User Wants and GIS Brand Satisfaction December 1995 Studies Needs Report User Wants and TBD December 1995 Needs Report Competitive Dynamics Competitive Analysis Competitive Analysis December 1995 Focus Studies Emerging Markets Emerging Markets & Technologies December 1995 Electronic Newsletters Online Newsletter QuickTakes Weekly via Internet Fax Alerts DQ Alerts Event-driven >iJ-> oi iqf ^X)i ^^H-.