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Technology Stocks : Documentum (DCTM) Software
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To: The Stock Doctor who wrote (531)10/11/1999 2:30:00 AM
From: Leto  Read Replies (2) of 600
 
What thoughts are there concerning the long-term outlook for this stock?

Given the huge amount of documents being generated and the huge amount of data being stored, one would think that Document would do very well over the near and long-term. Nevertheless, I can't imagine that it is going to be that simple.

I am reminded of a time a number of years ago when I was looking at EMC and assessing its potential in an area of important growth. At that time, EMC had major competitors such as IBM, Compaq, etc. Nevertheless, it proved to be the best. Will Document be the same? Is Microsoft too broadly spread to present a threat to a company which specializes in the management of information? Clearly this is the area that will provide added value. Who needs another update to Microsoft Word, Excel and Access?

I appreciated very much a recent article by Mossberg in the WSJ which chronicled the frequency of system crashes using Windows 98 (regardless of computer). At this point I am only interested in reliability and speed of access. Increase the bandwidth, put the data on large servers and encrypt it...

In spite of this rambling, I really have no idea at this point where the Internet will lead. Nevertheless, a big change is coming similar to the early 80s. This is the reason for posting this note. What are the opinions of others who are following this stock and this area?

Leto
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