Friday, January 18, 2008

Jitters for Jpegs

As part of the re-framing analysis I've been conducting, I decided to trade out about 1/4 of my Green Mountain position for a combination of cash and Adobe. The Adobe buy is a long-term add, triggered by the recent downgrade by UBS that has made the stock an even better deal right now. I can't think of a better add-on to Apple than Adobe as far as fulfilling the potential of the Creative Economy goes.

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