http://stockmarketbeat.com/blog1/2006/12/27/will-massive-upgrades-be-enough-to-counter-product-cycle-blues-for-adobe-adbe/ Our beat: The stock market. Our job: Beat it. Fri, 10 Oct 2008 22:17:35 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/12/27/will-massive-upgrades-be-enough-to-counter-product-cycle-blues-for-adobe-adbe/#comment-21896 ADBE: Adobe’s Creative Suite Upgrade So Hot it Takes Down the Online Store? - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Tue, 27 Mar 2007 17:15:14 +0000 http://stockmarketbeat.com/blog1/2006/12/27/will-massive-upgrades-be-enough-to-counter-product-cycle-blues-for-adobe-adbe/#comment-21896 [...] Back in December we said: We recently took profits on our Adobe (ADBE) position because we have noticed the stock tends to trade down following the release of a major new upgrade on the theory that there will be no more good news for a while. Of course, this is not the typical upgrade and things could be different this time. For one thing, the switch to Intel-based Mac support should be a significant demand driver for the company’s creative professional customer base. For another, it isn’t just a Photoshop upgrade, as some users are reporting. [...] […] Back in December we said: We recently took profits on our Adobe (ADBE) position because we have noticed the stock tends to trade down following the release of a major new upgrade on the theory that there will be no more good news for a while. Of course, this is not the typical upgrade and things could be different this time. For one thing, the switch to Intel-based Mac support should be a significant demand driver for the company’s creative professional customer base. For another, it isn’t just a Photoshop upgrade, as some users are reporting. […]

]]> http://stockmarketbeat.com/blog1/2006/12/27/will-massive-upgrades-be-enough-to-counter-product-cycle-blues-for-adobe-adbe/#comment-20890 The Week Ahead (19 March 2007) - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Tue, 20 Mar 2007 19:54:53 +0000 http://stockmarketbeat.com/blog1/2006/12/27/will-massive-upgrades-be-enough-to-counter-product-cycle-blues-for-adobe-adbe/#comment-20890 [...] Adobe (ADBE) on Tuesday. Consensus = $0.29 on $655 million in revenue and next quarter = $0.35 on $718 million. We think they are likely to beat but that investors will still be too worried about the product cycle for the stock to benefit. [...] […] Adobe (ADBE) on Tuesday. Consensus = $0.29 on $655 million in revenue and next quarter = $0.35 on $718 million. We think they are likely to beat but that investors will still be too worried about the product cycle for the stock to benefit. […]

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