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Technology Stocks : DOCS - A TURNAROUND PLAY
DOCS 50.44+8.6%Nov 21 3:59 PM EST

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To: Sultan who wrote (542)7/29/1998 12:34:00 PM
From: Michael Watkins  Read Replies (1) of 1156
 
Sultan, we must both be sitting in front of our computers today.

The win they announce is a nice one. Manufacturing is clearly a space they need to focus and win in. FILE and DCTM know that too and are investing in those areas as well.

The Exovision thing is interesting. They have long been a proponent of "best of breed" - they will partner with anyone. While this is still and always should be the case, I've been a proponent for a long time that the company should a) take on core functionality as part of its own product line and b) much more actively support key partners and not just passively partner, hoping for business to develop.

Looks like they are starting down that road...
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