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Technology Stocks : Documentum (DCTM) Software

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To: Michael Watkins who wrote (387)	1/22/1999 11:35:00 AM
From: Wizard	Read Replies (2) of 600

Robertson went to $165mm from $185 in revenues for 1999 and $1.00 EPS but that is below consensus. Others are at $1.09. The risk is if there are further cuts to estimates coming. Management has for the first time mismanaged the pipeline and set expectations too high. This creates risk. The stock is reasonably priced. I would sell on strength until estimates start trending the opposite direction.

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