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

To: Michael Watkins who wrote (546)	9/28/1999 2:22:00 AM
From: Asymmetric	Respond to of 600

Michael, >>Sorry to subject you to stream of conciousness thinking but lets see where this goes...<< No problem. Thanks for taking the time to teach someone still trying to grasp the field. Yet another good day for Documentum. Trying to digest substance from your previous post. I understand your point regarding term "enterprise rollout". Politcal/turf battles sometimes overshadow problems with sheer technical implementation...And how different a single focus company installation is from a large multi-national firm. Ave sales figure for OTEX came from a Merrill Lynch report. Will have to review to see if servicing was included. FYI, just posted an analyst report on Rational Software over on the RATL thread. It's one of my favorite stocks, especially since it's made me a lot of money! Bought into it under somewhat the same conditions as exist here... about a year ago. Stock is currently very well priced at $28 and change IMHO, has corrected quite a bit. Upside, I feel, greater than any downside at this point. I'll let it rest there. FYI - Thomson site showed institutional trades over 70% of total activity for DCTM...still all blue bars. Also note volume today of over 1 million shares. Anyone else noticing but us? Good luck. Peter.