However, there remains risk to our estimates. In the future, Adobe may not be able to deliver incremental software features that are compelling enough for buyers to upgrade and such failures could further hurt its market share. There could be a downside of 5% to the $36 Trefis price estimate for Adobe?s stock if its market share were to decline to around 38% by 2016, instead of around 42% that we forecast.
@will789gb I never realised the "DIY" exhibition was so big http://cot.ag/c4q4Kg How are the social media pursuits? #art
— Clive Chilvers (@Clive_Chilvers) September 24, 2010
extract from transcript
Shantanu Narayen:
Mike, what we are seeing is a lot of Acrobat usage right now within enterprises to do what we call critical document workflows. The integration of Acrobat and acrobat.comis ripe area of innovation and opportunity for us to continue to deliver value to customers. Delivery of PDF files across mobile devices is becoming an increasing use case for us. So, multiple innovations are on the drawing board and we are excited about the new version that as we said will come out later this year.
Maybe something will turn up. Apparently the fourth quarter ends in November. So perhaps Adobe will release some info eventually.