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Technology Stocks : Open Text

OTEX 34.56

-3.9%

Nov 7 9:30 AM EST

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To: Fred Fraschetti who wrote (691)	3/2/1998 9:32:00 AM
From: SlyWombat	Read Replies (3) of 1195

>My only issues with OTEXF is that they are not making money The just crossed the line last quarter, they are one of the few intranet companies making a profit... opentext.com >I know documentum sales where 78 million... You have to realize a number of factors here.. 1/ Documentum has been around in their market a lot longer than Open Text, if you compare the two, Open Text is blowing away Documentum in number of installed seats and growth. Open Text has only been in this market for 2 years how long has Documentum been at it 2/ Most importantly is the market space, Documentum has a snails pace of growth ahead of it compared to Open Text, Documentum has to install software on each clients desktop, Open Text sends out a URL to install. That is why Open Text is growing quicker than Open Text (However, I do own both stocks :-)

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