No. of Recommendations: 4
AYX is certainly growing much faster. 59% and slowing versus 24% [but accelerating from their 5-yr average] for Adobe.

AYX is trading at 320x FCF, which presumably will drop after they report versus 34x for Adobe [same].

Why is AYX in/close to bargain territory and Adobe not so? Or are they both and you just prefer AYX with its higher valuation?


I never said ADBE isn't a bargain. 24% growth doesn't sound very great, but accelerating sounds nice. Why don't you write them up for the board, Naj? I've heard of Flash and Acrobat but I don't know how much money they make on enterprise versions -- I think I've only used the free versions.

Bear
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