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

To: The Stock Doctor who wrote (531)	9/14/1999 4:08:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 600

Lyondell Chemical Company Selects DOCUMENTUM as Its Global Standard For Knowledge and Content Management -- Leading Process Manufacturer Purchased 7,400 Enterprise Seats in Q2 1999 Spanning Lyondell and Equistar Chemicals LP biz.yahoo.com

To: The Stock Doctor who wrote (531)	9/15/1999 1:03:00 AM
From: Asymmetric	Respond to of 600

Stock Doctor, Many Thanks for the heads up. Sorry I couldn't respond sooner. Any idea how much revenue 7,400 seats constitutes? I imagine Documentum cut Lyondell a pretty good deal seeing how big the contract was for. Peter.

To: The Stock Doctor who wrote (531)	9/15/1999 1:58:00 AM
From: Asymmetric	Read Replies (1) \| Respond to of 600

Document Management Players Brace for Microsoft Initial strike may devastate small firms (Two articles from the Open Text thread that might be of interest. Peter.) By Dominique Deckmyn / Computerworld 8/30 08/30/99 Microsoft Corp.'s long-awaited entry into the document management space next year is expected to cause a major shift in a market dominated by a handful of vertical players. In May, Microsoft first outlined its plans for providing a range of technologies for the data worker. A key component is code-named Tahoe, which will provide basic document management features such as document check-in and check-out, and routing and version control. Tahoe's tight integration with the Windows environment will be "pretty compelling to customers," said Jonathan Penn, an analyst at Giga Information Group Inc. in Santa Clara, Calif. Microsoft has been quietly discussing Tahoe with the leading document management vendors since last fall, encouraging them to add value to it rather than compete with it. Although those vendors are saying they aren't worried by Microsoft's entry, they're rushing to integrate more tightly with Microsoft Windows, Office 2000, BackOffice and Outlook. Michael Harris, a marketing executive at Costa Mesa, Calif. -based FileNet Corp., said his company is betting heavily on integrating with Microsoft software. FileNet's Panagon software is built on Microsoft's Component Object Model, which will make it easy to integrate Microsoft's basic document management features with FileNet's vertical applications, Harris said. He added that Microsoft's Digital Dashboard concept for a personal portal may provide an easy way to integrate Panagon with Tahoe. Documentum Inc. in Pleasanton, Calif., another major document management vendor, earlier this year said it would move from providing an infrastructure for custom document management applications to developing packaged applications for vertical markets. But it too is working on a road map for integration with Windows 2000 and Tahoe. "Microsoft doesn't really have anything but an announcement," said Dan Latendre, vice president of product marketing at Open Text Corp. in Waterloo, Ontario. But he said Open Text will integrate its Livelink software with Microsoft's Tahoe. Most observers agree that Tahoe's document management features are quite basic and targeted mainly at Lotus Development Corp.'s Domino.doc -- an add-on to the Domino groupware server. But if Domino.doc and Tahoe fight over the market, they will affect lower-end vendors such as Xerox Corp. and Eastman Software Inc., said Andrew Warzecha, an analyst at Meta Group Inc. in Stamford, Conn. And: Open Text Warns: Message 11248124 Good luck to all. Peter.

To: The Stock Doctor who wrote (531)	10/11/1999 2:30:00 AM
From: Leto	Read Replies (2) \| Respond to of 600

What thoughts are there concerning the long-term outlook for this stock? Given the huge amount of documents being generated and the huge amount of data being stored, one would think that Document would do very well over the near and long-term. Nevertheless, I can't imagine that it is going to be that simple. I am reminded of a time a number of years ago when I was looking at EMC and assessing its potential in an area of important growth. At that time, EMC had major competitors such as IBM, Compaq, etc. Nevertheless, it proved to be the best. Will Document be the same? Is Microsoft too broadly spread to present a threat to a company which specializes in the management of information? Clearly this is the area that will provide added value. Who needs another update to Microsoft Word, Excel and Access? I appreciated very much a recent article by Mossberg in the WSJ which chronicled the frequency of system crashes using Windows 98 (regardless of computer). At this point I am only interested in reliability and speed of access. Increase the bandwidth, put the data on large servers and encrypt it... In spite of this rambling, I really have no idea at this point where the Internet will lead. Nevertheless, a big change is coming similar to the early 80s. This is the reason for posting this note. What are the opinions of others who are following this stock and this area? Leto