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Technology Stocks : Adobe (adbe) opinions -- Ignore unavailable to you. Want to Upgrade?

To: john dodson who wrote (1996)	12/9/1997 10:52:00 AM
From: Tom M	Read Replies (2) \| Respond to of 3111

John re <is it still a good deal>. Perhaps, but I liked it better below 41 of course. I have some & would get more if it drops below $40. If they miss estimates even by a couple pennies like they said, I would expect a better buying opp after earnings are announced next week, but Adobe's done several sudden about faces this year so anything can happen. I'm concerned about three things: 1) earnings estimates for next year are for only 13% increase & I'd suspect that had something to do with the severity of the recent drop. Will Adobe wait it out in the low 50's - I don't know. 2) are they working on native Alpha Photoshop, Premiere, Pagemaker? We know Quark has with Xpress (see recent above post). 3) Article I read via the MACR thread with an opinion that mentioned MACR being a good acquisition for Quark. This would scare me as they'd immediately have a very competitve product lineup against Adobe. They'd have Freehand against Illustrator and Xpress against Pagemaker. I don't know if they'd have a Photoshop type product, but they'd have a nice authoring package in Director that Adobe doesn't have (unless Adobe puts in a better offer if this was to happen). discussion/comments encouraged, Tom