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Technology Stocks : Documentum (DCTM) Software -- Ignore unavailable to you. Want to Upgrade?

To: Michael Watkins who wrote (519)	7/25/1999 12:03:00 AM
From: Bill Ounce	Read Replies (1) \| Respond to of 600

re: margins Think this company has a winning product for certain business segments, but they can no longer charge the high cost per seat. The company is in no danger of failing, but earnings could be pinched. The big question is whether this concern has caused an over-correction in the stock price. A secondary question is how DCTM compares to other companies in related segments (PeopleSoft, ...) Several have been hit by Y2K budgets siphoning away license fees and will get hit again by Y2K freezes on installing new software for a while. The third question is how big potential messes from Y2K are. There could be an earnings boost after Y2K. But, if there are big messes to clean up from Y2K, the earnings boost would come months later.