If you're asking if I have witnessed an aha moment, well, no. The market doesn't seem to think much of these news bits either. I tend to see them as a continuing movement in the direction that will eventually pay off. If I had to pick one, though, the 3DSIM thing is intriguing especially given that ANSYS bought them. ANSYS is huge but their primary business is analysis software. I've used their software for many years (starting in 1988-9). This application is a bit different direction for them, so it'll be interesting to see what they do with it.