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Technology Stocks : Documentum (DCTM) Software
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To: Wanderer who wrote (476)4/1/1999 6:03:00 PM
From: Michael Watkins  Read Replies (1) of 600
 
Wanderer,

I know you didn't set out to defend management, but in essence that is what you are doing intentionally or not. Given that dependency on large deals and split second down to the wire timing issues were cited in the results conference call from last quarter, they should be more cognizant of these issues.

Also, they reduced expectations and failed to make those.

It all adds up to a serious credibilty gap, where before there was none. One event - last quarter, and a big haircut in price due to credibility. Word from BBRS conference was they were arrogant walking into that meeting. Now a second occurance, senior sales exec leaves.

Have they topped out in their business model?

More questions than answers.

Michael
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