December 18, 2007
Key to Adobe - Follow Apple
Analysis of:
Adobe profits jump on strong sales | money.cnn.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Implications: To follow Adobe just follow Apple's computer sales.
Analysis: Many years ago Apple purchased Filemaker software, quite frankly because they could not internally develop a data base software as good. Well no matter how hard Apple has tried; they have not been able to develop software as good or as functional as Adobe when it comes to the creative world of Adobe. When Apple came out with Intel based machines, Adobe software updates lagged to run on the new chips, when they finally came out with new software, sales of Apple desktops took off. As sales of Apple cpu’s took off, Adobe sales have done the same. Without any reservation these two companies are attached at the hip. Just as Apple purchased Filemaker many years ago, with 15 billion in the bank and a new CEO at Adobe, maybe its time for Apple to propose marriage.
Analysis: Many years ago Apple purchased Filemaker software, quite frankly because they could not internally develop a data base software as good. Well no matter how hard Apple has tried; they have not been able to develop software as good or as functional as Adobe when it comes to the creative world of Adobe. When Apple came out with Intel based machines, Adobe software updates lagged to run on the new chips, when they finally came out with new software, sales of Apple desktops took off. As sales of Apple cpu’s took off, Adobe sales have done the same. Without any reservation these two companies are attached at the hip. Just as Apple purchased Filemaker many years ago, with 15 billion in the bank and a new CEO at Adobe, maybe its time for Apple to propose marriage.
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