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Adobe Systems Incorporated Message Board

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  • gordon939 gordon939 Oct 23, 2010 7:42 AM Flag

    Adobe would be a perfect fit for Oracle or Google.

    More and more you realize the direction things are going, ie, to the 'cloud' you realize that someone buying ADBE is digging themselves a bigger hole. If the cloud concept really takes hold, software venders are going to be hurt. There will be less need for companies to buy hardware as well. This will effect IBM, DELL, HP, CISCO. The effects on ORCL, and especially MSFT will be quite negative and one of the reason that some money is actually shorting MSFT in here. I have started buying EQIX, there are others, but importantly, I am lightning up on the companies that will be efected in a negative way.

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