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Technology Stocks : Open Text
OTEX 34.56-3.9%Nov 7 9:30 AM EST
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To: Peter Haynes who wrote (766)3/29/1998 3:51:00 PM
From: Michael Watkins  Read Replies (1) of 1195
 
Open Text's primary competition is established players like Lotus and Microsoft (exchange). I never compare them to DCTM, FILE, DOCSF -- open text is really intra/internet groupware. I don't think of them as being document management centric.

I do not think Novell is an issue. Was perhaps once, several years ago, a potential threat, not now.

I do think there is room for an upstart to upset things. In the meantime Open Text seems to be doing the right things.
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