| BUY | 34.330 | Peter Hofstra | Software producer. Into Web publishing. Getting into new higher growth markets with opportunities to get in front of content creators in all kinds of places. Very high quality name and a pretty good entry price. | 2008-01-23 | |
| HOLD | 45.670 | Peter Hofstra | Slightly rich better position then we have given them credit for. | 2007-10-16 | |
| BUY | 43.220 | Alan Kral | Very quiet stock in terms of visibility. Have hung onto their franchise associated with the PDF system and the transfer of documents. Very powerful tool in the office landscape. As Internet and office use grows, they will continue to succeed. | 2007-09-10 | |
| BUY on WEAKNESS | 29.260 | Peter Hofstra | In a product transition so stock has traded off. Any time there is a product transition, people stop buying the current product. Sold some of his holdings around $40 and is not buying at this price. Great company with strong management. Mid to low $20 is a great entry point. | 2006-07-10 | |
| SELL | 33.690 | David Driscoll | Software sector is very difficult. This one had a run-up because earnings did very well in the last few quarters. This is a commoditised kind of business which will be made or broken by the bigger boys. Great products but not generating enough free cash flow to be to handle any kind of expansion or higher spending in new products. | 2006-05-08 | |
| PAST TOP PICK | 37.280 | Peter Hofstra | (A Top Pick Aug 22/05. Up 43%.) Still owns some of it. Took a very bit off the table at around $40. Worth in the mid-$40. | 2006-04-11 | |
| DON'T BUY | 37.450 | Brian Acker, CA | Has a model price of $23.65 which is a 38% negative differential. | 2005-12-21 | |
| TOP PICK | 26.180 | Peter Hofstra | Acquired Macromedia which has the Flash Player. They are all about getting animation in video out through the internet. Profitability metrics are phenominal. Good growth products. | 2005-08-22 | |
| TOP PICK | 29.100 | Peter Hofstra | Did a tremendous job of getting entrenched in the PDF industry for secure documents. As wireless becomes more prevalent and business is being done remotely through handhelds, they are becoming the standard format for all that distribution. Have recently become the accredited format for archiving government documents. Good price. | 2005-06-29 | |
| DON'T BUY | 59.540 | David Baskin | Not overly enthusiastic. Picking winning software is a tough business. So many products are available and so much going on over the internet, that it's very hard to see where they'll get good growth. | 2005-04-21 | |
| BUY | 36.540 | Ray Steele | A great product.As businesses start spending money, its the kind of product that will be bought. | 2003-08-20 | |
| BUY | 18.330 | Ray Steele | A leader in its field. Should survive. Good price. | 2002-09-05 | |
| DON'T BUY | 20.770 | Brian Acker, CA | Good company, but too expensive. Would buy at $13/14. | 2002-08-22 | |
| BUY on WEAKNESS | 20.140 | Brad Willock | Undergoing a change in software distribution. Transition could take a while. No debt. Good product. | 2002-08-16 | |
| STRONG BUY | 38.000 | Noah Blackstein, B.A., CFA | Expects media/advertising sector to pick up. | 2002-04-10 | |
| DON'T BUY | 27.140 | John Zechner | Likes their product line, but software sales are down. | 2001-11-01 | |
Experts that have talked about Adobe Systems
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