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Technology Stocks : Documentum (DCTM) Software
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To: PeakClimber who wrote (489)4/5/1999 7:13:00 PM
From: Michael Pascoe  Read Replies (1) of 600
 
IMHO, The only people who would be interested in DCTM would be their competitors or anyone else that doesn't understand the fundamental shift that is occurring. That immediately rules out both Gorrillas (IBM and MSFT). CA and Lucent have recently been busying themselves with aspirations in the DM space ... may see a move from either of them ... or something from left field (like the HUMC/DOCS deal).

You WILL NOT see moves from anyone tapped in to IBM or MSFT (like Compaq).

Then again, the battlefield is getting thick with the fallen, we may not have time to save them all!
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