I just finished watching Kevin Lynch’s presentation from the Adobe Analyst Summit and it got me pretty pumped about where the next generation of the web is going. I realize that a lot of this is Wall Street spin, but if you take a look at the numbers, Adobe is very well positioned to transform how people think of software and the web.
The numbers are great. Flash Player is on 98% of computers in the world, and by 2010 it will be on a billion devices. Flash Player 8 penetration is at 95% and the update mechanism ensures that when Adobe rolls out a new version of the Flash Player, people quickly and easily grab it. With Apollo, they’ve now embedded the platform into the desktop making the “Flash stack” run from devices, to video game systems, to web browsers, to the desktop. And all of these access points use the same tools and technologies so developers can become proficient and then access the entire spectrum.
There is still a lot of noise about open standards and how the browser (with no plugins) is the best delivery model. If you listen to the influentials, you’ll get that impression. However if you look at the apps people are creating, it’s clear that Flex has had a gigantic impact on the web. From startups to enterprise, Flex 2 has given developers access to the Flash Platform in a way that they didn’t have before. The result has been some astounding experiences that make people step back and say “whoa, this is cool!”. Picnik, Fauxto, Buzzword, StockFetcher, Fidelity Investments, and just this week Scrapblog had a blogger preview which resulted in a cascade of positive comments about how good the experience was.
Flex 2 really jump started things with Flash, and Adobe is hitting the web at the right time. Startups and Enterprises alike are realizing how important Rich Internet Applications are, and they’re embracing the Flash Platform. There will be bumps for Adobe. Already we’re seeing a developer squeeze for Flex and obviously Microsoft is going to bring big guns to the table. But Adobe has a head start, and as more and more people understand the value of RIAs, the market is just going to grow. That’s a good thing for Adobe’s tool business.
[tags]Adobe, Rich Internet Applications, Flex, Picnik, Fauxto, Buzzword, StockFetcher, Fidelity, Scrapblog[/tags]
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