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Tuesday, June 21, 2005

More on Adobe (ADBE) + Macromedia (MACR) = Microsoft (MSFT)

CNet talks about the impending competitive aspects of a combined Adobe and Macromedia versus Microsoft. There's an interesting quote saying that the idea is ridiculous as Adobe and Macromedia aren't operating systems. It ain't about the OS, it's about the applications managing and distribution data.
The investment thesis I'm working:
Old way: Microsoft Word & PowerPoint
New way: Adobe PDF (with editing capabilities) combined with Macromedia that extracts data directly from documents and sends to enterprise applications/ERP systems/Oracle databases.
I haven't reached a conclusion, but that's my thought process at this moment...

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