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Technology Stocks : Documentum (DCTM) Software
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To: SlyWombat who wrote (339)10/13/1998 4:22:00 PM
From: Richard Esmond  Read Replies (2) of 600
 
After the FILE debacle, the rumor is that every DM vendor is going to miss their QTR. Such rumors are predictable, but that doesn't mean they aren't true. We will know soon.

But a more interesting question than whether they will miss their QTR, is whether the market would bend them over like they did FILE if they did. If every DM vendor who underperforms projections falls 50% from their already depressed state, that would be brutal. I think the FILE slaughter was as much a shock reaction than a rational adjustment to lower earning potential. The Panagon marketing bubble burst. Also DCTM has already been discounted on the worry!
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