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Technology Stocks : PC DOCS GROUP (DOCSF)

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To: Hassan Lakhani who wrote (739)10/13/1997 8:04:00 AM
From: Andrew Q. Viet   of 910
 
The summer quarter is usually the weakest quarter for docsf and a lot of tech companies. If pcdocs can surprise the investment community with both top line and bottom line, there will be no doubt that all analysts who follow the company will try to be the first to upgrade docsf to a strong buy, just like file.

File was in the dark cellar for many months, and the stock almost doubled after the earnings report. We may use file positive results to extrapolate to docsf if file did not take away docsf's business opportunities. In any case, I think this is the textbook investment nirvana: Low downside risk with tremendous upside potential. The worse case scenario is that if docsf came out with bad numbers, it may descend to the low $5 range, but if docsf can surprise us like filenet, docsf may ascend to the $8-10 range.

Good luck to all. I have anted up my stake with docsf.
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