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Technology Stocks : Documentum (DCTM) Software

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To: PeakClimber who wrote (361)1/20/1999 11:13:00 AM
From: Wizard  Read Replies (1) of 600
 
y2k hurting software business... that is really a value-added call from alex brown. did these guys just figure this out in january, 1999.

documentum knows about y2k. they managed expectations accordingly. if y2k hits 'em really hard, then they will miss a quarter. that is the risk of owning a small cap software company. is this different for dctm than (most) any other software company, no. if they continue to manage expectations correctly and beat estimates and that $1.25 turns into $1.35, the stock can double from the mid-$20's and double again as long as they execute.


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