Recent

% | $
Quotes you view appear here for quick access.

Adobe Systems Incorporated Message Board

  • rcde2 rcde2 Dec 3, 2008 5:37 PM Flag

    Brutally low guidance for q1

    Wow. That's the pits.
    This economy is killing everybody.
    This won't kill Adobe but it definitely puts a crimp in their style.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • go have another seizure, if anyone deserves one it most definitely is you. you are nucking futs.

    • Low life short, low life short, low life short, low life short, low life short.

      But......I made money.

      Why do you bother with the name calling. Does it make you feel like a HE MAN. You're probably a HE SHE.
      BWAHAHAHAHAHAHAHAHAHA!

    • hey boi your back out of the closet, what have you been doing in there again? you know about short and low.....your a low life short.

    • Adobe Systems shares fall after analyst downgrades

      NEW YORK (AP) -- Adobe Systems Inc. shares fell Tuesday after an FBR Capital Markets analyst downgraded the maker of graphics, publishing and design software, saying Wall Street estimates for the company are too high.

    • > You are trying to divert readers of this message board

      Nope, I'm trying to get people to think about fundamentals and let go of some of the momentum euphoria and fear.

      > concomitant but expected drop in revenues.

      Your $2 word don't make it so.

      > Industry experts think that Adobe has already squeezed operating margins as much as they can

      Squeezed is something that happens *to* profit margins, not some kind of management strategy. So the "experts" didn't say that.

      > Some experts are forecasting a 50% drop in revenues for Tech companies across the board by q2 of 09

      "Experts" again. Who, exactly, are these genuises?

      > tech is much better off than older manufacturing industries.

      Then short manufacturing!

      > Adobe earning about 5 to 7 cents per share/per quarter going forward

      An 85% drop in earnings. Did you get that from chicken entrails?

      > it may be impossible to regain your forward losses

      That's gibberish, concomitant with you not knowing anything about business.

      > the world is plunged into an economic cataclysm

      This is far scarier than the dotcom collapse. But that doesn't mean civilization comes to an end.

      ygunstah

    • You are trying to divert readers of this message board from realizing the actual facts.
      For better or worse Adobe is going through a time of transition.
      The transition will be painful. Not only staff but capabilities are getting cut. This will result in the concomitant but expected drop in revenues.
      Industry experts think that Adobe has already squeezed operating margins as much as they can and their new offerings are not being utilized as Tech budgets have been slashed and organizations are getting by with what they have. All support agreements are being rewritten as we speak due to the revaluation of the dollar and the deflating American economy.
      These are the macro economic issues that Adobe is trying to work through right now.
      Some experts are forecasting a 50% drop in revenues for Tech companies across the board by q2 of 09. I think this is actually a survivable number and that tech is much better off than older manufacturing industries.
      As a result we are going to see a drop in income that should see Adobe earning about 5 to 7 cents per share/per quarter going forward. There will also be a few unfathomable quarterly losses. The full extent will not be obvious in the next quarterly report but by the one after that it will be unavoidable for investors to deny the shift that has taken place here.
      I'm recommending that you reconsider holding stocks in your portfolio. This downward spiral can last for much, much longer than a year or 2 and it may be impossible to regain your forward losses during the next 5 to 10 calendar years as the world is plunged into an economic cataclysm. Earnings are not going to get better for a long, long, long, time.

    • > That is some pretty funny stuff there.

      Thank you!

      > I don't understand business.

      Very big of you to admit that.

      > You are a lunatic.

      Wrong.

      Two out of three. Not bad. Better than your previous "analysis".

    • That is some pretty funny stuff there.
      I don't understand business. You are a lunatic.

    • > ALL companies have completely stopped tech spending

      Completely wrong, as usual. A graphic design company doesn't stop buying software. A television company doesn't stop buying software. That's like saying a construction company will stop buying hammers. A small office doesn't stop using PDFs. The IRS isn't going to stop using PDFs. A multinational doesn't stop upgrading its website. Major companies have armies of people working on that; it's not discretionary. And much of ADBE's business is on a subscription model, with a two year upgrade cycle, not TEN. The only companies that are going to cut spending completely are the ones hovering on the brink of insolvency. You fundamentally do not understand business, or pricing. Buy an index fund and stop throwing your money away.

      ygunstah

    • Guidance is way down for next quarter. The quarter after that is going to be even more brutal as ALL companies have completely stopped tech spending for this coming quarter.
      Adobe is a good company and will probably survive though.
      It's just going to take about 10 years to get back to anything close to the previous years levels.
      Best of luck.

    • View More Messages
 
ADBE
74.94-4.26(-5.38%)Feb 8 4:00 PMEST