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Technology Stocks : DOCS - A TURNAROUND PLAY

DOCS 40.28

-2.6%

Jan 14 3:59 PM EST

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To: Michael Watkins who wrote (1021)	3/10/1999 5:04:00 PM
From: Michael Pascoe	Read Replies (1) of 1156

Microsoft: I don't know much more than what was in the PC Week article I posted a few weeks back. But given that plus this ... AIIM '99 -- Microsoft Office & BackOffice Enabling Knowledge Management microsoft.com ... and doing some major reading between the lines, I would suggest that MSFT is ready to announce a 'strategy' (read vaporware). Notwithstanding the likely high hot air content in such a statement, Microsoft saying anything about Document/Knowledge Management products is, as I have previously pointed out, dangerous FUD. What will their offering actually turn out to be? Who knows (least of all MSFT I would suspect), but you can bet it will take 2 years (minimum) to build and be 'retail beta' when it does release ... but that doesn't stop the FUD (they have been fending off Novell NDS for 6 years with the NT5 Active Directory FUD). JMHO

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