Alex, there actually has been a shake out of sorts in the PLM space over the years (the now Siemens PLM Software being an acquisition target itself). There really are only a handful of top vendors and most of them are now acquiring specialized technologies to flesh out their PLM platforms with core multidisciplinary and other new kinds of emerging technologies. I don't think we'll see a shrinking among the main PLM vendors, but I think we'll see a lot of new interesting technology acquisitions over time.
I agree, Beth. There is also a lot of opportunity in this field. So many small to mid sized places haven't seen the business need for this type of technology yet. I can see the market getting ready to explode in the next 1-3 years.
@Jack: That's what the vendors keep telling us. While none can predict the ups and downs of this current economy, they all say there is strong demand for PLM and CAD among small and large companies alike, in part because they're having to do more with less and are focused on product innovation--all strategies that play to PLM's strengths.
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