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Technology Stocks : Open Text

OTEX 34.28

-1.5%

Nov 13 3:59 PM EST

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To: Peter Haynes who wrote (367)	2/15/1997 5:57:00 PM
From: Michael Burry	of 1195

Peter and all, You wrote: "The more established companies have an installed base of clients who are more likely to stick with them when they come out with decent web based solutions." My understanding is that Open Text has 1 million seats already including Ford, Siemens, Springer Verlag, HP, and others. If you look back over press releases since late summer, Open Text has been announcing major Livelink deals with major corporations with very high frequency. What am I missing? I have also heard that Documentum's approach to a web-enabled solution is really in its infancy. What is the logic that says that Documentum can catch up with Livelink technology-wise? Another question I have is: When Siemens cites its intranet solutions it cites Netscape. I thought that Open Text's Livelink was the engine for enterprise management and that Livelink simply used Netscape's browser as an interface. Yet Open Text is not cited as being a part of the solution. Again, what am I missing? Finally, this company seems to react price-wise along with the internet search engine companies. Is this just due to a mix-up in the perception of what Open Text does? Just trying to understand better, Mike

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