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


To: Murrey Walker who wrote (2495)8/26/1998 7:52:00 PM
From: Rik Forgo  Read Replies (2) | Respond to of 3111
 
Murrey,

I agree PDFs have an incredibly bright future. Acrobat and Capture are VERY popular among companies that are top-heavy with legacy documents (insurance companies, real estate firms, banks, etc.). And I agree that there is probably a large pot of money waiting at the end of that PDF-licensing rainbow.

However, that still doesn't answer the new product question. PDF technology has legs -- you better believe it does. But it's not new. It's going on five years old. Acrobat is into version 3 now. Is there some other product out there in the wings that leverages that technology that we don't know about? Where's the new revenue/income stream going to come from? We all know that Adobe has K2 under development (which certainly had something to do with Quark's laughable bid), but that's the only thing I know of that will conjur non-upgrade sales. Unless they buy someone out and then branch out. The web is a big place.

Think Macromedia.
Think Macromedia.
Think Macromedia.
Please think of something.

Meanwhile, I'll continue to think long ... for now.