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Technology Stocks : Documentum (DCTM) Software

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To: Mikerophone who wrote (495)	4/6/1999 1:01:00 AM
From: Michael Pascoe	Read Replies (1) of 600

Netright and Exchange!??? IMHO here's how it breaks down: 1. True DFS (Windows 2000+) - no products yet exist which exploit this 2a. Quasi-DFS (Lotus Notes) - domino.doc API 2b. Quasi-DFS (Microsoft Exchange) - 80-20 API and eventually MS Tahoe (according to PC-Week at least). 3a. Imitation-DFS (I'Net) - OTEX 3b. Imitation-DFS (Java/I'Net) - Netright and other smallish Java/Net based 4a. Non-DFS (Traditional with a messaging spin) - Eastman DMX, Compaq Expeditor. 4b. Non-DFS (True Tradtional) - FILE, DCTM, DOCS. As a general rule, Enterprise scalability decreases from 1 to 4 (ie 1 is more scalable than 4), vertical specialization increases (or should) and so too does price per seat. As we move into the next phase of maturity of the DM/KM space categories will disappear from the bottom up. So we are seeing 4b implode QTR by QTR. 4a will be sucked up into their parents never to be seen again. Category 3 will actually appear to flourish for the next 6-12 months and then will disappear under the wheels of Category 2. Will Cat 1 ever occur? 3-5 years.

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