CAD Products

Manufacturing CAD (MCAD for short) is a growing market due to explosive economic growth in the BRIC nations (Brazil, Russia, India, China).

Dessault, Parametric tecch (PTC), Unigraphics (UG) and Autodesk are the market makers in this industry.

Dessault develops CATIA (high end MCAD product)
PTC develops Pro-Engineer
UG develops UG-NX
Autodesk develops Inventor (mid-range MCAD product).

Other mid-range products include Solidworks, SolidEDGE, etc. (smaller companies like Think3, Alibre exist too).

Autodesk Inventor shows tremendous potential to win over Solidworks and SolidEDGE and become the leader in mid-range CAD products. During the course, it looks like to win over high end products like PRO-E and CATIA. Autodesk's billion dollar cash reserve and its powerful marketing muscle may acquire good talent and propel Inventor to new heights.

Given that ADSK at $39 per share looks like a good buy. I personally think it may reach $50 in a year.