Keith, I will put my two cents worth into this conversation.
The Bulls Say: As the popularity of digital photography and digital video spreads, so should demand for Adobe's software.
While digital stills and video are meaningful, I think they're missing Adobe's focus. With the exception of Acrobat, Adobe sells its product to the visual communications industry. With their big three...Illustrator, InDesign, and PhotoShop, there's no serious competition that can stake the same claim. Quark Xpress has only a layout app, and Macromedia offers a drawing app and some serious Web stuff. Point is: Adobe, aside from the previous, they are also focusing on Web and also furthering their PDF capability. Its obvious to me that Adobe, WRT the graphics industry, is in it for the long haul.
The Bears Say: Adobe's top products are mature.
That's just wrong. InDesign is a new product and stands a decent chance of giving single app Quark a run for its money. PhotoShop 7 is just being adapter by the focused segments and early adapters are giving it good marks. I guess the bears would say that once you've bought a new car, you'll never go back.
ADBE is a pretty good buy here. JMO, of course. |
