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Technology Stocks : PC DOCS GROUP (DOCSF) -- Ignore unavailable to you. Want to Upgrade?


To: Harry Stein who wrote (875)12/12/1997 4:46:00 PM
From: waitwatchwander  Read Replies (2) | Respond to of 910
 
Harry, The meeting was everything that you would of expected of an Annual Meeting. Not worth the Go Train ticket, though.

During 97, money spent, went into building infastructure for future growth. They seem to be happy selling one copy of DOCS to everyone and then waiting for it to spread throughout the corporation. The product must be "best-of-breed" for this strategy to work The future is dependent on Cyberdocs. What do you think of this product?

You were wise to stay home today. A good day to trade some select US tech stocks. Eh.



To: Harry Stein who wrote (875)12/12/1997 11:14:00 PM
From: Letmebe Frank  Read Replies (1) | Respond to of 910
 
Harold: They skipped the details of the statements, and nobody asked about the interest earnings.

My read is that they have fixed their sales farce problems, introduced a good product and are expecting the orders to roll in. He dropped the hint that things will look good in the coming quarter. So, to answer your Q, I think they are well positioned now to turn things arround. I like you are long this baby on margin, with an average price of 16$can. I wish I were looking at this stock for the first time now - I would have little hesitation in taking a position. I must say though that I made some good coin on the ride up to 33.

I came in from Ancaster for the show, and this being my second AGM with DXX, found it an informative, if not an educational experience. It's the one chance of the year where you can get a personal audience with management. I look forward to possibly getting together with you and others next year at the AGM.