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Bear Case Scenario Autodesk $ADSK, $SAP, $ADBE

Autodesk (Nasdaq:ADSK) is about to release earnings. Ponder this Bear Case Scenario.

Operational issues in Brazil and India. Intellectual property is not as well protected.

Open Source product will eventually erode market share and value added proposition will diminish.

Sales channel risk is increasing with consolidate in distribution partners.

George Gutowski writes from a caveat emptor perspective.