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Technology Stocks : Documentum (DCTM) Software
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To: rainman who wrote (314)4/24/1998 11:36:00 PM
From: Hewson  Read Replies (1) of 600
 
rainman:

Revenue reflects ALL sales and services. It does not reflect profit margins. That is reported as earnings. Your question is really about earnings (profit or loss). When REVENUES are growing, that comes from only two areas for software companies - 1) product, 2) services.
The earnings report DCTM put out shows growth in both. The 66% mentioned in an earlier post reflects their growth of sales (read customers). The profit margin (or earnings) shows the difference between revenues and expenses. DCTM did well here and beat expectations of the analysts (Morgan Stanley, DMG, and Alex Brown). If you look at DCTM's web site you will see all of their earnings releases back a couple years. They seem to have a dip in profit margin in each q1 (which is typical of almost all software companies).

I saw a strong buy recommendation by Alex Brown and DMG. The reports will make their way to brokers and investors over the next several days and the stock should creep up. Fingers crossed.
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