Adobe Systems Discusses Apple's Transition to Intel Chips (AAPL, ADBE)

Adobe Systems (ADBE) discussed the impact on its business from Apple Computer Inc's (AAPL) transition to Intel chips in the Q&A session of its conference call last night (excerpt from the full Adobe conference call transcript):

Heather Bellini, UBS

Hi, thank you and good afternoon. I was just wondering if you could share with us some color on two topics: First, there was a lot of concern in the quarter about what type of impact the MacTel transition would have on your revenues, and I was just wondering if you could give us your thoughts there, Bruce. And then secondly, I guess for Murray, if you could give us an idea of new segments for you guys, how we should think about seasonality of the biggest segments for the May quarter? Thank you.

Shantanu Narayen, President and Chief Operating Officer

I’ll take the one on the MacTel and what we’ve seen so far. We continue to see real strength in Macintosh business. If you really look at sort of the percentage of revenue that we’ve had in Mac, it actually grew at little bit quarter over quarter, so with the Creative Suite clearly driving the significant amount of revenue on the Mac platforms. We’re working on the transition for MacTel with our next generation of products, but so far we continue to see customers wanting to buy the Creative Suite, the Studio, and the Bundles, because of the features that we have in the product. We’ve always found that when the features are present in our products, people will buy the products.

Bruce Chizen, Chief Executive Officer

We have heard from some of our larger customers that their transition to new CPUs that are MacTel based will be a similar transition that they experience going from OS9 to OS10. They will get there but they won’t get there on Mac for a while and we think by the time they get there, we’ll be ready with our Creative Suite 3 products.