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Stock版 - Where will ADBE go, center of 3 evils
相关主题
[合集] Where will ADBE go, center of 3 evils是不是要short一下apple
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ER的基调不错nok/msft被忽略的的优势
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Adobe may be hit hard by iPhone OS4cmg v5
相关话题的讨论汇总
话题: adbe话题: flash话题: aapl话题: msft
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1 (共1页)
c********t
发帖数: 4527
1
No doubt about it, AAPL is evil, Goog is evil, MS is evil.
ADBE is in a subtle position among this 3 evil-doers.
ADBE eRIA head to head to MS silverlight. ADBE competes with AAPL on many
consumer softwares and AAPL wants to get enterprise space (how?).
Google, new kids on the street, enemy of the enemy...
Very subtle from many perspective and all of them may just take ADBE out.
And I wonder how many employees would leave if AAPL evil takes it.
a****b
发帖数: 3588
2
poor ADBE...so mall compared to the 3.
what about ORCL?.....

【在 c********t 的大作中提到】
: No doubt about it, AAPL is evil, Goog is evil, MS is evil.
: ADBE is in a subtle position among this 3 evil-doers.
: ADBE eRIA head to head to MS silverlight. ADBE competes with AAPL on many
: consumer softwares and AAPL wants to get enterprise space (how?).
: Google, new kids on the street, enemy of the enemy...
: Very subtle from many perspective and all of them may just take ADBE out.
: And I wonder how many employees would leave if AAPL evil takes it.

f**********r
发帖数: 2137
3
short就是了,no brain

【在 c********t 的大作中提到】
: No doubt about it, AAPL is evil, Goog is evil, MS is evil.
: ADBE is in a subtle position among this 3 evil-doers.
: ADBE eRIA head to head to MS silverlight. ADBE competes with AAPL on many
: consumer softwares and AAPL wants to get enterprise space (how?).
: Google, new kids on the street, enemy of the enemy...
: Very subtle from many perspective and all of them may just take ADBE out.
: And I wonder how many employees would leave if AAPL evil takes it.

c********t
发帖数: 4527
4
Orcl, not a fit, product wise, and culture wise.
But possible, you know how hungry those sharks are.

【在 a****b 的大作中提到】
: poor ADBE...so mall compared to the 3.
: what about ORCL?.....

c********t
发帖数: 4527
5
yeah, common sense or initial reaction?
However, need to study ADBE, history, product, direction.
I am not so sure as you are.

【在 f**********r 的大作中提到】
: short就是了,no brain
f**********r
发帖数: 2137
6
我刚看了一下,如果flash受阻,影响还是很大的,最賺的软件creative suite里很大
一部分跟flash有关

【在 c********t 的大作中提到】
: yeah, common sense or initial reaction?
: However, need to study ADBE, history, product, direction.
: I am not so sure as you are.

l*******r
发帖数: 3799
7
I don't think any of these three will take over adobe. The rumor does not
make sense.
Photoshop (CS)/ Acrobat family contribute 70% of its stock price. Other 30%
come from LiveCycle/Omniture/Rich Internet/Publishing/Mobile Flash. It is
basically a desktop software company.
Who needs a desktop software company right now?
Google/Apple/Microsoft are focusing on mobile platform/cloud computing right
now. Only small companies/startups in this area would be their potential
take-over targets.
b*******e
发帖数: 6389
8
乔布斯一死,苹果就OVER了,这是早晚的。
Everything that has a beginning has an end.

【在 f**********r 的大作中提到】
: 我刚看了一下,如果flash受阻,影响还是很大的,最賺的软件creative suite里很大
: 一部分跟flash有关

f**********r
发帖数: 2137
9
苹果买最合适,都是作创意的

%
is
right

【在 l*******r 的大作中提到】
: I don't think any of these three will take over adobe. The rumor does not
: make sense.
: Photoshop (CS)/ Acrobat family contribute 70% of its stock price. Other 30%
: come from LiveCycle/Omniture/Rich Internet/Publishing/Mobile Flash. It is
: basically a desktop software company.
: Who needs a desktop software company right now?
: Google/Apple/Microsoft are focusing on mobile platform/cloud computing right
: now. Only small companies/startups in this area would be their potential
: take-over targets.

l*******r
发帖数: 3799
10
Apple never acquire big companies ...
They are very cheap :)

【在 f**********r 的大作中提到】
: 苹果买最合适,都是作创意的
:
: %
: is
: right

相关主题
ER的基调不错是不是要short一下apple
iPad不支持flash啊ADBE旱地把葱了
Adobe may be hit hard by iPhone OS4adobe 找后妈了
进入Stock版参与讨论
f**********r
发帖数: 2137
11
跌成小公司再买好了

【在 l*******r 的大作中提到】
: Apple never acquire big companies ...
: They are very cheap :)

c********t
发帖数: 4527
12
do you know even a new product ConnectPro (vedio conference software , like
WebEx) selling like crazy? Not alone all the web 2.0 buzz need real things,
real tools, help boost the productivity. ADBE wins in the high end consumers
traditionally, its enterprise software growing faster and becoming company'
s focus. Even it is doing good on SaaS on hosting its own products/services.
Most importantly, it is a developer friend company, it really helps the
productivity and makes our life easier. What d

【在 l*******r 的大作中提到】
: I don't think any of these three will take over adobe. The rumor does not
: make sense.
: Photoshop (CS)/ Acrobat family contribute 70% of its stock price. Other 30%
: come from LiveCycle/Omniture/Rich Internet/Publishing/Mobile Flash. It is
: basically a desktop software company.
: Who needs a desktop software company right now?
: Google/Apple/Microsoft are focusing on mobile platform/cloud computing right
: now. Only small companies/startups in this area would be their potential
: take-over targets.

T*****E
发帖数: 1432
13
flash is much more popular than Silverlight. I'd call a relation between
ADBE and MSFT as more kind of a cooperation than a direct competition.
The ONLY major enemy for ADBE right now is AAPL, since AAPL basically
excludes flash and flash application to be deployed or rendered on iPhone
platform.
Since GOOG and AAPL are at odds and rest of the world are still using flash
on Windows and Android platforms, I'd say ADBE and flash would survive, at
least for now.

【在 c********t 的大作中提到】
: No doubt about it, AAPL is evil, Goog is evil, MS is evil.
: ADBE is in a subtle position among this 3 evil-doers.
: ADBE eRIA head to head to MS silverlight. ADBE competes with AAPL on many
: consumer softwares and AAPL wants to get enterprise space (how?).
: Google, new kids on the street, enemy of the enemy...
: Very subtle from many perspective and all of them may just take ADBE out.
: And I wonder how many employees would leave if AAPL evil takes it.

c********t
发帖数: 4527
14
that's good observation and good judgement.
Plus, for software, once you are biggest enough, you always get by.
The days of total commoditized software is not that yet. For the dumbest
adobe software ColdFushion even surviving (many people still use it happily).

flash

【在 T*****E 的大作中提到】
: flash is much more popular than Silverlight. I'd call a relation between
: ADBE and MSFT as more kind of a cooperation than a direct competition.
: The ONLY major enemy for ADBE right now is AAPL, since AAPL basically
: excludes flash and flash application to be deployed or rendered on iPhone
: platform.
: Since GOOG and AAPL are at odds and rest of the world are still using flash
: on Windows and Android platforms, I'd say ADBE and flash would survive, at
: least for now.

f**********r
发帖数: 2137
15
google这方面跟apple是站一起的,都支持webkit,不鸟flash的

flash

【在 T*****E 的大作中提到】
: flash is much more popular than Silverlight. I'd call a relation between
: ADBE and MSFT as more kind of a cooperation than a direct competition.
: The ONLY major enemy for ADBE right now is AAPL, since AAPL basically
: excludes flash and flash application to be deployed or rendered on iPhone
: platform.
: Since GOOG and AAPL are at odds and rest of the world are still using flash
: on Windows and Android platforms, I'd say ADBE and flash would survive, at
: least for now.

c********t
发帖数: 4527
16
not really, look at it and read the world again.

【在 f**********r 的大作中提到】
: google这方面跟apple是站一起的,都支持webkit,不鸟flash的
:
: flash

l*******r
发帖数: 3799
17
I really appreciate your support to adobe. but this speculative takeover is
very unlikely. you really focus on some cheap takeover targets like palm.
did you bottom fish palm? lol
l*******r
发帖数: 3799
18
right. both google and apple are big supporters for webkit and html5.
T*****E
发帖数: 1432
19
恩,GOOG是力主HTML5,但不等于GOOG现在要禁止Flash啊
ADBE也没说不支持HTML5,只是现在时机未到21
但是AAPL跳出来说不支持Flash,而且是目前仅有的一个不支持Flash的系统,个中缘由
其实大家都心知肚明,这不是技术原因

【在 f**********r 的大作中提到】
: google这方面跟apple是站一起的,都支持webkit,不鸟flash的
:
: flash

c********t
发帖数: 4527
20
No, I am not on it for taking over play.
It will be a very interesting thing to observe ADBE and observe the
industry.
I don't support ADBE, I support good technology (or judgement).
like, I don't like AAPL, but I do like the product and I will buy iPad once
3G is out.
For PALM, I shared your view when it was low,I felt there could be a play.
However, I don't do stuff that I can not read data easily and I don't play
high debt stuff..
So I missed it. no regret at all, rather to do my simple thin

【在 l*******r 的大作中提到】
: I really appreciate your support to adobe. but this speculative takeover is
: very unlikely. you really focus on some cheap takeover targets like palm.
: did you bottom fish palm? lol

相关主题
MSFT Nice potentials!MSFT将是一滩死肉
work at home 未必是好事cmg v5
nok/msft被忽略的的优势AAPL AMZN FB MSFT 哪个会有pre ER run?
进入Stock版参与讨论
s******e
发帖数: 696
21
is ADBE just make the adobe photoshop?

【在 c********t 的大作中提到】
: No doubt about it, AAPL is evil, Goog is evil, MS is evil.
: ADBE is in a subtle position among this 3 evil-doers.
: ADBE eRIA head to head to MS silverlight. ADBE competes with AAPL on many
: consumer softwares and AAPL wants to get enterprise space (how?).
: Google, new kids on the street, enemy of the enemy...
: Very subtle from many perspective and all of them may just take ADBE out.
: And I wonder how many employees would leave if AAPL evil takes it.

c********t
发帖数: 4527
22
no, photoshop is just one of products for traditional business. Now its
focus shifts to enterprise software like document management (LiveCycle
acrobat), business process management, vedio conference product and of
course, the Omniture (google analytical competition product). More
importantly the flash/flex platform for eRIA application development build
up a very good development friendly productivity boost ecosystem. You can do
the analogy of the early Application Servers/first generation of i

【在 s******e 的大作中提到】
: is ADBE just make the adobe photoshop?
N********n
发帖数: 8363
23
Rip ADBE, and time for some major PUT.
c********t
发帖数: 4527
24
very welcome.
and keep up posted when you are in and when you are out.

【在 N********n 的大作中提到】
: Rip ADBE, and time for some major PUT.
N********n
发帖数: 8363
25

SilverLight is the best among these potential web platforms. All it needs
is a little more recognition and some mobile support.

【在 T*****E 的大作中提到】
: flash is much more popular than Silverlight. I'd call a relation between
: ADBE and MSFT as more kind of a cooperation than a direct competition.
: The ONLY major enemy for ADBE right now is AAPL, since AAPL basically
: excludes flash and flash application to be deployed or rendered on iPhone
: platform.
: Since GOOG and AAPL are at odds and rest of the world are still using flash
: on Windows and Android platforms, I'd say ADBE and flash would survive, at
: least for now.

c********t
发帖数: 4527
26
Really? Even so, who would like to see MSFT take it all, not alone it is not
the case. The world is well balanced.

【在 N********n 的大作中提到】
:
: SilverLight is the best among these potential web platforms. All it needs
: is a little more recognition and some mobile support.

N********n
发帖数: 8363
27

The problem w/ flash and this HTML5 hype is: neither was designed from
ground up as an APP framework. Flash started out as a video player. HTML
was a bunch half-butted documentation tags. Their legacy prevents either
from becoming an all capable web 2.0 era platform. MSFT starts fresh on
SilverLight so they get it right fundamentally.
That is not to say Flash or HTML5 will just lay down and let SilverLight
run them over. Flash is after all installed on 99% of PCs, and HTML5 has
Google dropping

【在 c********t 的大作中提到】
: Really? Even so, who would like to see MSFT take it all, not alone it is not
: the case. The world is well balanced.

c********t
发帖数: 4527
28
thanks for the information. I was in a mood searching for more reasons for
me to look at MSFT stock again.
maybe the other side of wisdom is to long some MSFT stock.

【在 N********n 的大作中提到】
:
: The problem w/ flash and this HTML5 hype is: neither was designed from
: ground up as an APP framework. Flash started out as a video player. HTML
: was a bunch half-butted documentation tags. Their legacy prevents either
: from becoming an all capable web 2.0 era platform. MSFT starts fresh on
: SilverLight so they get it right fundamentally.
: That is not to say Flash or HTML5 will just lay down and let SilverLight
: run them over. Flash is after all installed on 99% of PCs, and HTML5 has
: Google dropping

N********n
发帖数: 8363
29

MSFT is notoriously piggy tho. If I had to buy some long term blue chips,
I go w/ XOM and CVX kinda. Investing in tangible stuff sounds better for
this decade.

【在 c********t 的大作中提到】
: thanks for the information. I was in a mood searching for more reasons for
: me to look at MSFT stock again.
: maybe the other side of wisdom is to long some MSFT stock.

c********t
发帖数: 4527
30
sure. On the other hand, giant, solid hi tech companies are like tangible.
and honestly I would invest into MSFT, and I am thinking about it for a bit
already.

【在 N********n 的大作中提到】
:
: MSFT is notoriously piggy tho. If I had to buy some long term blue chips,
: I go w/ XOM and CVX kinda. Investing in tangible stuff sounds better for
: this decade.

相关主题
本版大牛都不说的好股关于telecom/internet,现在有几 - littletree (转载)
几个软件公司what's wrong with ADBE
[合集] Where will ADBE go, center of 3 evils【版务】澄清一下我代老宋发帖的事情
进入Stock版参与讨论
N********n
发帖数: 8363
31
Btw a sample SilverLight app. Install Silverlight plugin and try it out.
This is implemented in SL3, imagine what could be done in SL4.
http://www.silveos.com/
v******g
发帖数: 1651
32
kao,那万一jobs不死咋办....
我也想他死呢...

【在 b*******e 的大作中提到】
: 乔布斯一死,苹果就OVER了,这是早晚的。
: Everything that has a beginning has an end.

g*****u
发帖数: 14294
33
The demo looks good.

【在 N********n 的大作中提到】
: Btw a sample SilverLight app. Install Silverlight plugin and try it out.
: This is implemented in SL3, imagine what could be done in SL4.
: http://www.silveos.com/

c********t
发帖数: 4527
34
again, maybe because of the artist/developers involved in Flash/flex. Even I
can easily put up a demo much prettier than this one. You can find a pretty
site and see what was making it and then do a statistic analysis on it.
having said that, the good side of silverlight is the good validation.
Did you ever say the market only have one thing, no competition?

【在 N********n 的大作中提到】
: Btw a sample SilverLight app. Install Silverlight plugin and try it out.
: This is implemented in SL3, imagine what could be done in SL4.
: http://www.silveos.com/

b********y
发帖数: 5829
35
我比较烦Adobe的 pdf reader, 典型的bloatware, 一大堆没用的功能,启动特慢,还
特占内存,每次死机十有八九都是它。
1 (共1页)
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相关主题
cmg v5Re: 微软跟红土砖密谈? (转载)
AAPL AMZN FB MSFT 哪个会有pre ER run?ER的基调不错
本版大牛都不说的好股iPad不支持flash啊
几个软件公司Adobe may be hit hard by iPhone OS4
[合集] Where will ADBE go, center of 3 evils是不是要short一下apple
关于telecom/internet,现在有几 - littletree (转载)ADBE旱地把葱了
what's wrong with ADBEadobe 找后妈了
【版务】澄清一下我代老宋发帖的事情MSFT Nice potentials!
相关话题的讨论汇总
话题: adbe话题: flash话题: aapl话题: msft