I watched your two M&A announcements today with keen interest, because I've been watching the overall market change and we're kind of trying to figure out where Adobe fits into things. Where we used to use flash, we're using HTML5 for web and mobile, and where we used to use Adobe SMS, we're now using brightcove, kaltura, and others. We're phonegap hackers as well.
I'm trying to figure out if Adobe is more interested in building supporting tools, or if Adobe is trying to build more of a "one stop" platform a la brightcove appcloud and what people have built out in various verticals for different toolsets (heroku for rails, brightcove for video, pantheon for drupal, etc). As you look forward from the M&A strategy, how do you see the technical solutions coming to market? Are you guys trying to do a rollup, or augmentative strategy? I'm only asking because a lot of recent technical offerings have been out of tune with out Open Source stack approach, and while I'd love to work more with Adobe products, it's been really hard to figure out how and where you guys fit into the new Open Source / Cloud / SAAS / Mobile / HTML5 & CSS3 landscape.
It's obvious you guys are trying to get in front of the trends, but I just can't figure out what that actually is going to look like six months from now.
Any insight there into the overall strategy? I know you might not be able to answer it, but I'd love to know.