adobe and macromedia conference call

Burak KALAYCI pointed to Macromedia’s Securities and Exchange Commision filings. The database doesn’t have one of the more useful of user interfaces (a bit of RSS wouldn’t hurt either…) so I found myself clicking random links and eventually ended up at a transcript of Monday’s Adobe – Macromedia conference call.

Here are a couple of tidbits I gleaned from that document:

It would appear that 8ball (the next version of Flash) should be out by the end of September. (Gene Munster works for securities firm Piper Jaffray, Stephen Elop is President and CEO at Macromedia):

Gene Munster:
And then just one final question, is MX still on track for kind of August/September?
Stephen Elop:
Yeah.

Microsoft will be (is?) competition. The point was made earlier this week that in the past Adobe has been vocal about competing with Microsoft so this should not be a surprise. (Jay Vleeschhouwer is from Merrill Lynch, Bruce Chizen, is Adobe’s CEO):

Jay Vleeschhouwer:
Okay and competitively if you look out a couple of years towards what Microsoft is trying to do on the OS side, is there anything that you know for a certainty that at a minimum they’ll do that would compete with anything on the PDF or Flash side?
Bruce Chizen:
So, you know, historically both Macromedia and Adobe have been focused on the mission that we’ve articulated as helping people and organizations communicate better. And really what that meant is information that needs to be more compelling, more interactive, richer, impactful, reliable, more secure and that has not been a strong suit for Microsoft.
Clearly it’s an area that looks like based on what they tried to do with InfoPass, what they say that they’re trying to do with Longhorn, their code name for their future Windows Operating System, is similar to what we together are – have been doing and will continue to do. Clearly we are focused not only on the Windows platform but we do cover both Windows, Macintosh, Linux and many, many, many non-PC devices. So it’s hard to really say, you know, what Microsoft will do going forward but they are a $40 billion software company and we will always keep an eye out for them.

Obviously mobile was a big motivator for this deal. I don’t consider myself knowledgeable enough to draw any conclusions in this regard but some of the trancription errors made me chuckle. Flash Flare, Flash Fare both catchy (and ironic) names but I think he was talking about the Flash Player. And speaking of ironic, “very compelling risk platform”. Man, that is just too rich (groan). (Shantanu Narayen, is President and COO of Adobe):

Shantanu Narayen:
So I think with respect to the mobile space the reality is even Macromedia has been pretty heavily involved in defining SVG and working in the W3C Working Group that defined SVG Jay so I should mention that.
The reality is if you look at the Flash Flare—the four (unintelligible) around the Flash Fare, the small download, the high performance, the interactivity and the ubiquity really do make it a very, very compelling risk platform. And I think as we said earlier one of the things that’s exciting for us is we can bring the benefits of everything that they have done with animation and interactivity and video and see what we’ve done with documents and build an even better rich integrated platform for these mobile devices. So we think we can accelerate actually the adoption with a common flare on these devices.

Here’s a link to the transcript.
Here’s a link (.asf) to the conference call webcast which I found on the Macromedia investor relations page.

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