paul,
The document mgmt market is growing for all of these vendors. It is a good segment, especially with the growth of web sites. Web sites are just big collections of documents. I have been bouncing around several companies in this space. The P/E ratios are a little high on some, but I think that all of them (see doc mgmt grouping that this site tracks) will increase over the next 12 months. In any given week, however, the swings are maddening. Don't get caught up in the emotion of every press release - remember, the companies write them. Look at the ratios, numbers and buy ratings. There are several people on this thread that track these and make comments. I tend to watch them - they seem well informed. That really wasn't a direct answer to your question, but hope it helps. Finally, I sort of watch what I call The BIG three. 1) Increasing revenues , 2) Increasing profits, and 3)strength of balance sheet (I watch were capital is going).
Good luck. |
