Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Jenna who wrote (19538)	12/4/1998 2:48:00 PM
From: Michael Watkins	Read Replies (1) of 120523

Jenna, I'm a big time lurker, but since you commented on OTEXF - here's my two FA cents worth. Short term instability due to their premptive "proposal" to merge with competitor DOCSF. Very unlikely that DOCSF will accept in current form; could pop OTEXF short term. DOCSF management will return an answer on or before Dec 8. It is very possible that FORMF, HUMCF may be eyeing DOCSF now that they are seemingly "in play". The whole process calls into question "why", and under the covers I believe there are some growth problems at hand for OTEXF. Since this is a positional kinda crowd here, it may not matter, but the fundamentals may be up set a few quarters from now as Lotus Notes impacts OTEXF more and more. Just take care over the longer term. I'm in the Document Management industry and a regular on the OTEXF, DOCSF, FILE and DCTM threads, if anyone wants more details. Last - thanks Jenna for your energy online and off. All I can say is wow!

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