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Technology Stocks : Open Text

OTEX 36.66

-3.6%

12:53 PM EST

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To: Michael Pascoe who wrote (842)	6/4/1998 2:18:00 AM
From: Michael Watkins	Read Replies (1) of 1195

I think DOCSF and OPTK could be a good marriage. Some people like all from one vendor solutions Some like best of breed But if I'm marketing a capable solution, from an all in one vendor, I bet I can beat many integrators flogging bits and pieces from all over. So far, only FILE is truly in the all in one space. Maybe DOCSF figures they should go after that too? I don't have any sense. DOCSF could go down another route towards groupware, KM, collaboration, and be a more direct threat to OTEXF. Or they could try and do it all. re ALTS - I've been calling that one for 8 months. The only thing I'm surprised about is how bad the real news was. Wonder if anyone things their remnants are worth picking over?

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