Documentum (DCTM) Software Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Documentum (DCTM) Software

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Watkins who wrote (488)	4/5/1999 6:34:00 PM
From: PeakClimber	Read Replies (1) of 600

Michael: I agree with you completely. The fact that DCTM doesn't get to capitalize on its lead thanks to Y2K stuff is unfortunate. However it does lead to an interesting conclusion. Just as commoditized functionality is evolving for some basic DM functions, DCTM's also performing an internal transformation into a "web applications company" as announced recently. This means that the transformation has to be silky smooth. Otherwise they'll see an erosion of margins on existing products and not get out of their current bind for quite a while although they'll have good products. IMHO IBM would be a perfect fit as a buyer. At this price, it would be hard to go wrong. Also it makes sense with IBM's push into KM via Notes that they should look for a real backend that has the functionality that DCTM's EDMS does. DCTM would gain quite a bit too with IBM's marketing clout. Of course the software graveyard (CA) may be a possibility as well but I suspect that DCTM's management won't yield to it as easily as they will to IBM. Now imagine if someone from DCTM reads this board and the idea becomes reality :-)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next