But now, Autodesk releases its new products first to consumers, thus turning the product vetting process upside down.

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These days the new product or service that turns our industry upside down often comes from way out in left field.

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He also points out that Microsoft and Oracle are trading near trough levels, and both firms have new product cycles set to debut, which may mean upside for investors despite the macro slow-down.

FORBES: Nomura Predicts Rough Patch For Big Software Names