Documentum (DCTM) Software Message Board

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Technology Stocks : Documentum (DCTM) Software

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To: Michael Watkins who wrote (544)	9/26/1999 12:23:00 PM
From: Asymmetric	Read Replies (1) of 600

This Year the Average Deal Size for Open Text is $200K (US), vs $125K last year...so it seems that enterprise wide rollouts are becoming less the exception and more the norm - which the Lyondell contract would seem to confirm? Competition between Documentum and Open Text seems like that between the tortoise and the hare? Open Text seems to be in such a hurry to grow and grow big, that it's approach seems much more aggressive and risky. Recent acquisitions to grow seats (Microstar) and technology (PSS) and then as a recent Herb Greenberg article pointed out, making their numbers by recognizing a one-time tax gain of $8.6 million, and another one-time gain by selling shares of PCDOCS for $600K gain (both last quarter I believe) would make me pause before I plunked down money there. Just some observations. Peter.

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