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Adobe Systems Incorporated Message Board

  • vpg999 vpg999 Dec 13, 2013 2:07 PM Flag

    ADBE is a company in TRANSITION, not DISRUPTING anything, guidance was pathetic

    watch and learn retail buyers, stock will fade to $55 by mid Jan.

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    • Companies pay what companies pay for office software. If Adobe can charge more they will. It is a great margin. Selling individual components to the masses at $200 a piece worked well. Selling all 6 pieces for $20 a month will yield $240 a year. Figure that the majority of owners only want one piece, not all 6. So sure they are giving up on $1000 in sales to make $240. In reality they are giving up $400 in sales once every 5 years to get $240 a year. A business will be swayed by the argument that now any user can access all functions.

      I came from a corporate culture where IT limited what software was on what PC because of licensing costs. One company I worked at had 2 central PCs with all available tools, that anybody could use, but at their desks was more limited capabilities. Some licences cost $1000 a year, can't give it to everybody, if only used 20 minutes a week.

      I think Adobe is doing a good job making money. But I think in the end they will get out of the web business with HTML5 picking up steam.

      I think PDF is so easy for other entrants that all they will see is licensing fees from Microsoft as it is built into office.

      I think Adobe's only future is graphics and marketing.

      Sentiment: Sell

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