SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Watkins who wrote (491)4/5/1999 8:43:00 PM
From: Michael Pascoe  Read Replies (2) of 600
 
Strangely enough I agree with you. The reason IBM has sold 1.5m seats of Domino.doc is not because of its commodity pricing (although that removes a barrier to implementation), but because of the 18,000 Notes partners out their who can build the exact KM application required by the business using the toolkit provided by domino.

The shift I was referring to was not the one from traditional DM to Messaging (or DFS) based DM, but the one from a Product based future for DM to a Services based future for KM. This shift feels almost exactly the same as the shift from Hardware to software that occured in the early 80's.

I feel this is much bigger than just the DM sector, but we are feeling it first (why? is another question).

I am not saying that the overall pie is getting any smaller (in fact it is growing logarithmically), just that the product component is becoming a commodity and the services needed to turn that commodity into a solution are becoming larger ... good news for you and your ilk ... bad news for product companies like DCTM who have staked their future on the bloated margins they have received on product to date.

I often see yahooligans saying things like "I can't understand why this stock is tanking in growing market" ... the answer is clear ... the market is growing, but not the market they think.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News